Vorlage:Video- Kontowerte erstellen-English

A detailed explanation of the individual steps

How to create an account value:

1. Open an Excel workbook and activate firesys.
   Note: A prerequisite is that a compatible MeetingPoint was already connected.

2. In the “*Content” menu ribbon, in the “Master values” group, open the master value manager.

3. In the “Management” group, click on the “Add” button. A selection dialogue box opens.

4. Select the “Account group” option and in the input dialogue box that opens, enter the name you require.

5. Then close the master value manager and in the “Account workbook” group, click on the “Create” button. This opens a dialogue box in which you can select the account workbook to which the account values should be written, and also whether you want to create a new account workbook or load an existing one from the MeetingPoint.

6. This opens a new Excel worksheet in which you can define the components of the individual account values.

7. By using the “Transfer” function (in the “Account workbook” group), you can transfer all of the account values that exist in the account workbook into the MeetingPoint.