Related topics
This panel displays the template defaults that have been set up for your user profile for the five manual transaction entry types including the Cash book routine. The default templates control which entry fields will be open for input, and which default values, protected or not protected, will be shown when you enter transactions. The entering of transactions is much simplified if only the necessary fields are shown on the entry panel.
Note: The Cash book entry template is connected to and displayed after the existing G/L, A/R payment and A/P payment entry templates.
You can change your default template, which will automatically change your default template in Work with DC1 user profiles, or create new default templates by pressing the appropriate function key.
Function keys
| A/R paym | Maintain the default templates for A/R payment entry. |
| A/R inv | Maintain the default templates for A/R invoice entry. |
| A/P inv | Maintain the default templates for A/P invoice entry. |
| A/P paym | Maintain the default templates for A/P payment entry. |
| G/L entry | Maintain the default templates for G/L entry. |
| G/L entry (AR/AP) | Maintain the default templates for G/L postings entry for A/R and A/P documents. |
- User
- Displays the code for the user profile under which you are working.
Default templates
In this section, the default templates set up for your user profile for the manual transaction entry types are listed. If you change the default template, your user profile will be updated.
- A/R payment entry
- Enter the default template to be used when you enter A/R payments.
- A/R invoice entry
- Enter the default template to be used when you enter A/R invoices.
- A/P invoice entry
- Enter the default template to be used when you enter A/P invoices.
- A/P payment entry
- Enter the default template to be used when you enter A/P payments.
- G/L entry
- Enter the default template to be used when you enter G/L transactions.
- G/L entry (AR/AP)
- Enter the default template to be used when you enter G/L transactions for A/R and A/P documents.