Question

Budget template

  • 17 February 2021
  • 2 replies
  • 143 views

Userlevel 4
Badge +9

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

Userlevel 7
Badge +28

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.

Userlevel 4
Badge +9

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,