Specifying the Entity Types

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

Prerequisites

To specify the entity types, you must be familiar with the entity structures of the clients that will be using your template to generate financial statements.

Procedure

  1. In the Document Manager, open the CL - Organization standards document.
  2. Click the Types of Entity - Customize button.

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

  4. 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.