Create Accounting Templates - Fields and Templates
If one of the output fields in accounting is always or almost always the same, you can define default settings for rules. These settings can be defined for:
- Series
- Company
- Voucher Texts
- Transaction Texts
If I want the Series and Company to be the same for all my rules in all my templates, I set them as Template defaults.
When I then go into a template, we see that the choices for Series and Company are preselected with Default.
So, I am not required to specify Series and Company for every template and every event; I have set them as defaults.
However, I can also have my default templates, but in an individual template, make other configurations.
The custom choices I make in a template override my default templates.
In the example below, the Series is still something retrieved from the default template, while the Company is retrieved from the Company field, not the Owner ID as the default template indicates.
