- Help Center
- Accounting
- 6. Verify accounting templates
How to verify that your accounting rules and templates are correct
Verify Accounting Templates
After creating a template and linking it to a position, it is good to verify that the rules appear correctly.
By entering the position where you have applied a template, you get a preview. Go to Portfolio, select your position, and click on Accounting in the list of options on the left.
The image below is an example of the preview: