SECTIONSAccounting Playbook Template Fields
The Accounting Playbook Template object includes the following fields.
* – Mandatory field
| Field |
|
Description |
|---|---|---|
| Calculate Due Date | * | The number of days to calculate the due date of the accounting playbook generated from the template. |
| Calculate Start Date | * | The number of days to calculate the start date of the accounting playbook generated from the template. |
| Description | The description for the accounting playbook template. | |
| Name | * | The name of the accounting playbook template. |
| Playbook Owner | The owner of the accounting playbook template who is responsible ensuring that the tasks are completed by the assignees. |
Buttons
The following buttons appear on an Accounting Playbook Template page.
| Button | Description |
|---|---|
| Clone | Makes a copy of the existing accounting playbook template. |
| Delete | Deletes the accounting playbook template. |
| Edit | Displays the fields to edit for the accounting playbook template. |