One of the first steps is to create your contracting partners, e.g. by importing them from a .csv file. In order to do this, you need to specify which information about your contracting partners you wish to select and use during the accounting process (e.g. first name, last name, date of birth, etc.)

 

 

Define additional fields

 

In case you wish to add additional fields, all you need to do is define a unique ID in the row “ID” and then key in the applicable definition in the corresponding row “Field Name”.  

 

Note: IDs need to be unique, whereas one and the same definition can be used several times in the row “field name”.

 

Finally, the third row “Field Type” enables you to specify the format of the entry (e.g. date, email address, single or multi-line text, phone number, etc.). Of course you can change or delete any of these fields at any time - even after you have saved contracting partners.

 

 

 

 

 

 

 

 

 

 

 

It is recommended to use a meaningful entry in the row “field name” as this will be of importance for the succeeding setup of contracting partners (see the following image):

 

 

 

 

 

 

 

 

 

 

 

 

 

Rearrange Field order:

The order of the specified fields can easily be rearranged via Drag&Drop of the ID field. Simply click on the required ID field, hold down the mouse button, move the field to the desired position and then release the mouse button.

 

 

Delete fields:

To delete a field from the list, select the corresponding line and then hit the “Delete”-symbol (see the following image):

 

 

 

 

 

 

 

Save settings:

Once you have finished the setup of your template click on the floppy disk symbol to save your settings (see the following image):

 

 

Related Topics

1.2 Change settings