Create financial document types

Click on the main menu, then Administration > Measurement settings.
In the Budget settingsclick on Types of financial documents.
Click on Add to create a new type of financial document.
Fill in the Wording financial document.
Select the representation fed by the financial document.
Select a parent financial document Parent part type code.
Specify, if applicable, the Calendar used by this type of financial document.
Make available a selection of budget items (generic or standard) to be allocated to the representation concerned. Available budgets
Click on Register.

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The financial document type has been created. This is a prerequisite for creating financial documents.

Enter a financial document

Screen listing the platform's financial document types.

Screen listing the platform's financial document types.

financial document type creation form

financial document type creation form