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    Support Home Setup Accounting Requirements Setup Requirement Templates

    Setup Requirement Templates

    Creating Requirement Templates in RMS.


    Steps Required

    Have your System Administrator complete the following.

    1. Go to Setup > Accounting > Requirement Templates in RMS.
    2. Select 'Add'.
    3. Enter a Template Name.
    4. Select 'Add'.
    5. Select Requirements to be included.
    6. Save/Exit.
    7. Save/Exit.

    Visual Guide

    Go to Setup > Accounting > Requirement Templates in RMS.

    Select 'Add' to create a new template.

    Enter a Template Name.

    Select 'Add'.

    Select Requirements to be included.

    Select 'Save/Exit' to apply the selected Requirements to the template.

    Select 'Save/Exit' to complete creating the Requirement Template.

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