Financial reports are presented to different parties for various purposes, requiring customized formatting and presentation solutions. Use this procedure to build financial report templates, without making any changes in the chart of accounts. Here’s how: 1) From the SAP Business One Main Menu, choose: Financials > Financial Report Templates. The Financial Report Templates window appears. […]
Articles Tagged: templates
How To Use The Financial Templates Window In SAP Business One
Use this window to create or edit Financial Report Templates. To open the window, choose: Financials > Financial Report Templates. Financial Report Templates Window Template Details Report – Specify whether to create the template for a balance sheet statement, a profit and loss statement, a trial balance statement, a cash flow report, or an Asset […]
How To Publish A Cockpit Template
After you create a cockpit, you can publish it as a template to make it available for general company use. Before you begin Make sure you have been assigned with the correct user authorization for creating and maintaining cockpits. Here’s how: 1) To publish a user-created cockpit, do one of the following: From the SAP […]
How To Create A New Cockpit Template In SAP Business One
For the purpose of reinforcing standard procedures in your company or for other reasons, you may want to establish a new cockpit and share it with other employees in your company. SAP Business One lets you create cockpit templates at runtime. After you create a cockpit template, you can choose to do one of the […]
How To Apply The Original Cockpit Template In SAP Business One
SAP Business One automatically saves the user-defined settings each time you make changes. To restore your cockpit to default settings and layouts, you can use the Applying Original Cockpit Template menu. Here’s how: 1) To restore the default settings, do one of the following: From the SAP Business One menu bar, choose Tools Cockpit and […]
How To Create Posting Templates In SAP Business One
You can create a percentage-based posting template for journal entries requiring a format that: Includes the same accounts and/or business partners Is characterized by a specific ratio of amounts Here’s how: 1) From the SAP Business One Main Menu, choose: Financials > Posting Templates. 2) The Posting Templates window appears. 3) Specify a […]
How To Create Journal Entries Using A Template In SAP Business One
You can manually create journal entries by using previously defined posting templates 1) From the SAP Business One Main Menu, choose: Financials > Journal Entry. The Journal Entry window appears. 2) In the Template Type field, select the required category Percentage – to use a template defined in: Financials > Posting Templates Recurring Posting – […]
How To Make Recurring Postings In SAP Business One
Some transactions recur monthly or weekly. The transaction amounts may not be the same each time and the percentages may not necessarily be fixed (although they recur on dates that are known in advance and are usually made up of the same G/L accounts). You use recurring journal entries for expenses such as depreciation, equipment […]
Account Assignment Template
A pattern document that can be used for recurring journal entries in subledgers.
Creating a Template for Recurring Journal Entries
SAP > Financials > Recurring Postings 1. Enter a Unique Code for the Recurring Posting you are creating 2. Enter a Description 3. In Table Area a. Create the GL Account Codes you want to have set up in your Recurring Posting Template 4. Set the Frequency for this Recurring Posting 5. If you want […]