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Question

Budget template

  • Feb 16, 2021 11:43 PM UTC
  • 2 replies
  • 203 views

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Hi community,

 

I am trying to add a department code to some accounts in my template, but the only way that I found, update all my budget template. Anyone know how to enter a fixed code parts (department, Division, etc.) to a specific account without affect all my template accounts?

 

Thanks,

 

Gianni

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2 replies

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  • Superhero (Customer)
  • Feb 16, 2021 11:57 PM UTC

Have you tried using code string completion on the account itself?  This is only useful if the code part value being added is always the same for all transactions - which may or may not be the case.  Your next alternative would be Combination Rules that are a bit more sophisticated in the setup, but require regular maintenance by a knowledgeable finance person.


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  • Author
  • Hero (Customer)
  • Feb 17, 2021 10:07 PM UTC

hi @ShawnBerk ,

Code string completion work for voucher entry, but not for budget templates. I try to use combination rules, but I don't understand how it can work for the budget template.

Thanks to help,