Viewing Journal Template Lists

From the Journal Templates page, you can view a list of all of the journal templates that you have in the system. You can select how to view the list by selecting which columns to display, and sorting the list by column. You can also refresh the list at any time.

To view template lists, select Consolidation, then Journals, and then Templates.

Filtering Journal Template Lists

You can filter the list of journal templates to display. This enables you to find templates based on selected criteria. You can filter the list by , group, label, and description, balance type, or template type. You cannot filter the list by entity. You can enter text filters, including the percent sign (%) as a wildcard, or you can leave a text box blank to avoid filtering on the text.

Note:

Depending on the setup of your database, text boxes for journal filters might be case-sensitive. For example, filtering with “testgroup” might return different results than filtering with “TestGroup.”

To filter journal template lists:

1. Select Consolidation, then Journals, and then Templates.

2. From the Filters pane, enter filter criteria for Group, Label, or Description.

3. For Balance Types, click the Filter button, select balance types, and click OK.

4. From Template Types, select Standard or Recurring.

5. Optional: To save your filter definition, click Save template filter.

   Tip:

   To reset the filter selections to their default values, click Reset template filter.

Displaying Columns in Journal Template Lists

You can select the columns to display in the templates list. You can display these columns: Label, Balance Type, Group, Description, Short Description, Template Type, Entity, Parent, Value, and Security Class. You can reorder columns and sort columns by Ascending or Descending order. You cannot sort the Entity column.

To select columns to display on the template list:

1. Create or open a journal template.

2. Select View, then Columns, and select the columns to display, or select Show All.

3. To reorder columns, select View, then Reorder Columns, and use the arrow keys to reorder the columns.

4. Optional: To change the column sort order, click the header icons and select an option:

   • Sort Ascending

   • Sort Descending

   • No Sort