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Financial Account Templates

Financial Account Templates

Owned by Matthew Garrett
Last updated: Feb 15, 2019


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TFS Admin Guide - Table of Contents

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The Financial Account Templates screen allows the design of default labels to populate the Financial Account dialog in TFS.


 Opening the Financial Accounts Templates Screen - Click here to expand...
  • From the Administration menu, select Templates then Financial Account Templates.
  • From the sidebar, select Templates then Fin. Acct Tpl.



 How to Add a Financial Account Template - Click here to expand...

  1. Click the New button. The Financial Account Template dialog will be displayed.



  2. Enter a name.
  3. Click the Short Name Copy button () if the short name is to be the same as the name.
    OR
    Enter a short name.
  4. Enter label descriptions. 
  5. Click the OK button. The Finance Account Template dialog will close.

 The label descriptions will form the Item column (column B) of the Finance Accounts dialog within TFS. See image below.