Vorlage:Video- Kontowerte erstellen-English

A detailed explanation of the individual steps

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 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.

• 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.