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A detailed explanation of the individual steps

How to create an account calculation:

  • Preparatory activities:

    Ensure that account values already exist in your MeetingPoint.

  • 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 calculation” option.

  • The account calculation dialogue box opens. Here you have to enter a unique name for the account group that you used and select the account group in which the account values that are required for the account calculation are located.

  • From the list area with all account values, select those account values that you want to add with a left click, and those that you want to subtract with a right click.

  • Optional options:

  • You can also configure a mathematical operator, a factor and automatic rounding of the result.

  • Exit the dialogue box by clicking on the “OK” button.

  • The account calculation is now automatically transferred to the MeetingPoint.