Vorlage:Video- Kontenberechnung bearbeiten-English

A detailed explanation of the individual steps

To edit an account calculation:

Preparatory activities:



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

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

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

4. Click the “Edit” button in the “Management” group.
   → The account calculation dialog opens.

5. 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.

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

7. Exit the dialogue box by clicking on the “OK” button.
   → The account calculation is now automatically adjusted in the MeetingPoint.

8. If you have already inserted the Account calculation in your Excel workbook, click on the "Synchronise values" button in the "*Contents" ribbon in the "Master values" group.
   → The adjustments are transferred to Excel.