Vorlage:Video- Kontenberechnung bearbeiten-English

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A detailed explanation of the individual steps

To edit an account calculation:

  • Preparatory activities:

    Make sure that an account calculation already exists in your MeetingPoint.

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

  • In the list view, navigate to the desired account calculation.

  • Click the “Edit” button in the “Management” group.

  • The account calculation dialog opens.

  • 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.

  • 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 adjusted in the MeetingPoint.

  • If you have already inserted the account calculation in your Excel workbook, then click the “Synchronise values” button in the “Master values” group in the “*Content” menu band in order to transfer the adjustments to Excel.