• Disclaimer
• About This Help
• User Options
  • Favourites
  • User Interface Language
• Input and Reporting
  • Opening Input and Report Templates
    • Basic Options
    • Advanced Options
    • Filtering Data by Unit Extra Fields
    • Warnings
    • Updating Input Template and Report Options
  • Input Template and Report Functions
    • Customizing Input Template or Report Window
    • External Workbooks
    • Extra Field Selection Lists
    • Periodizing
      • Periodizing with Periodizing Pattern
      • Periodizing Based on Selected Values
      • Unlocking Periodized Columns
      • Updating Periodizing Pattern List in Input Template
    • Entering Internal Transactions Using Account Statement
    • Importing Data from Excel File to Input Template
    • Viewing Sub-Account Data
    • Drilling Down to Figures
      • Drilling Down to Basic Data Level
      • Drilling Down to Source Data Document Level (Transparent Reporting)
      • Viewing Invoices Linked to Documents (Transparent Reporting)
    • Saving Input Template or Report to File
  • Printing or Saving Report Bundles
  • Printing Templates
    • Page Setup
    • Print Preview
• Units
  • Managing Units
  • Arranging Units in Hierarchy
  • Copying Existing Unit Hierarchies
  • Importing and Exporting Units
  • Viewing Unit and Data Type Connections
• System Parameters
  • Global Parameters
  • Environment Parameters
• Users and User Rights
  • Managing Users
  • Managing User Groups
  • Managing User Roles
  • Adding Users to User Groups
  • Assigning User Roles to User Groups and Users
  • Managing Unit Rights
  • Assigning Data Type Rights to User Roles
  • Managing Screen Reservations
• Input and Report Templates
  • Overview of Input and Report Template Management
  • Editing Templates
    • Number Format
    • Find
    • Name Manager
    • Managing Sheets in Workbooks
    • Adding Rows and Columns to Workbooks
    • Adding Formulas
    • Editing XML Definitions
  • Managing Templates
  • Managing Periodizing Patterns
• User Interface Management
  • Overview of User Interface Management
  • Managing UI Blocks, Folders, and Tasks
    • Adding UI Blocks, Folders and Tasks
    • Moving and Deleting UI blocks, Folders and Tasks
    • Editing Task Parameters
  • Task Parameters of User Interface Tasks
  • Creating User Interfaces for User Roles
    • Adding UI Blocks to User Roles
    • Modifying UI Blocks of a Role's User Interface
• Accounts
  • Adding Accounts
  • Modifying Account Properties
  • Viewing Account and Data Type Connections
  • Comparing Account Hierarchies
  • Importing Account Data
    • Errors and Warnings
  • Saving Accounts to File
  • Account Group Management
• Currencies
  • Managing Currency Tables
  • Setting Currency Rates
• Environment Management
  • Database Management
  • Dimensions
    • Adding Dimensions
    • Modifying Dimensions
    • Creating New Hierarchies
  • Automatic Counter Entries
  • Years and Periods
  • Data Types
• Data Calculations and Transfers
  • Input Template Calculation (ITC)
  • Data Calculations on Server Side
  • Internal Data Transfer (IDT)
    • Running Internal Data Transfer
    • Conversion Table Management
  • Executing anyERP Runs
• External Applications