Guides
17 articles
Use the integrated Upload Templates
Access Analytics - download and review detail line data to excel for reporting
Add more lines to a journal
Check add-in is enabled or disabled and check Trust Center settings
Creating and using the Nominal Budget template
Edit Customer Accounts using an AOI Template
Create a Debtors Letter template using Microsoft Word
Setup a Custom View
Setup an Analytics template
Set up and use the Standalone journal template
Set up a Purchase Credit Note upload template
Setup the data connection on stand-alone Journal template for On-premises Dimensions Users
inXL Transaction Enquiry
Refreshing data within Excel
Set up a column update template
Using AOI to check and update information for profit and loss accounts
Available Excel Update Templates