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Instructions to use article templates

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Step 1: Download template and add new account information

• From the Profit & Loss page, go to Tools. 
• Click Account Templates & Categories

• Select the template where you want to add the new account(s).
• Click on the down arrow to download the current template data to an Excel file.
• Add accounts to the template.
  • Open the Excel file.
  • Go to the first empty line.
  • Select columns A, B and E from the drop down list.
  • Fill in the correct information in Columns C & D.

  • Save the document.

Note: It is very important that you do not copy/paste but use the dropdown option where applicable. Type in the new code manually. Do not override existing codes unless you are 100% sure that you want to make the change.

Step 2: Upload the template

• Click on the Up arrow to upload the template where the new accounts have been added.

          • A list of all new accounts to be added will be shown.

•  If the list is correct, click Save/Upload.

Step 3: Add account to P&L.

Note: This account needs to be added to the correct profit center in order to be able to map it. 

• Go to Tools.
• Select Account.
• Select the correct profit center as the source.
• Select the category All.
• Select Choose All
• Type in the newly added account and press Enter.
• Select the account from the list.
• Click OK.

The account(s) is now ready to be mapped