Vorlage:Video- Kontowerte erstellen-English: Unterschied zwischen den Versionen
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<div style="font-weight:bolder;line-height:1.8;">A detailed explanation of the individual steps</div> | <div class="toccolours mw-collapsible mw-collapsed" style="width:800px; overflow:auto> | ||
<div class="mw-collapsible-content"> | <div style="font-weight:bolder;line-height:1.8;">A detailed explanation of the individual steps</div> | ||
<p align="left">How to create an account value: <br><br> | <div class="mw-collapsible-content"> | ||
<p align="left"> | <p align="left">How to create an account value: <br><br> | ||
<p align="left"> | |||
<ol> | <ol> | ||
<li> <p align="left">Open an Excel workbook and activate firesys. | |||
<br><b>Note</b>: A prerequisite is that a compatible MeetingPoint was already connected.</p></li> | |||
<li> <p align="left">In the “*Content” menu ribbon, in the “Master values” group, | |||
<br> → open the master value manager.</li> | |||
<li> <p align="left">In the “Management” group, click on the “Add” button. | |||
<br> → A selection dialogue box opens.</p></li> | |||
<li> <p align="left">Select the “Account group” option and in the input dialogue box that opens, enter the name you require. </li> | |||
<li> <p align="left">Then close the master value manager and in the “Account workbook” group, click on the “Create” button. | |||
<br> → This opens a dialogue box </li> | |||
<li> <p align="left"> 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.</li> | |||
<li> <p align="left">This opens a new Excel worksheet in which you can define the components of the individual account values. </li> | |||
<li> <p align="left">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. | |||
<br> → You have created an account value. </li> | |||
</ol> | |||
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Aktuelle Version vom 20. September 2023, 13:48 Uhr
How to create an account value:
-
Open an Excel workbook and activate firesys.
Note: A prerequisite is that a compatible MeetingPoint was already connected. -
In the “*Content” menu ribbon, in the “Master values” group,
→ open the master value manager. -
In the “Management” group, click on the “Add” button.
→ A selection dialogue box opens. -
Select the “Account group” option and in the input dialogue box that opens, enter the name you require.
-
Then close the master value manager and in the “Account workbook” group, click on the “Create” button.
→ This opens a dialogue box -
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.
-
This opens a new Excel worksheet in which you can define the components of the individual account values.
-
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.
→ You have created an account value.