• Knowledge Library
  • Overview
  • Specifying the location of the Knowledge Library
  • Entity Management
  • Specifying the entity types
  • Check for updates
  • Specifying the Check for updates options

Specifying the Entity Types

You can specify the entity types for which users can generate financial statements.

Procedure

1. In the Document Manager, open the CL - Organization standards document.

2. From the Organization Settings pane, select Knowledge Library.

3. Click the Types of Entity - Customize button.

   

4. In the Entity Management dialog, select the check boxes next to the entity types that you want to make available to the user.

   

5. Click OK.

Results

The entity types that you have specified are provided to the client file. Financial statements can be generated for these entity types only.