Créer une plaquette par duplication sur Sage 100 ECF | Les Tutos d'Absys Cyborg

Créer une plaquette par duplication sur Sage 100 ECF | Les Tutos d'Absys Cyborg

How to Create a Custom Brochure in Accounting Software

Introduction to Custom Brochures

  • The session focuses on creating a personalized brochure using accounting and tax software, emphasizing the importance of customization for business needs.

Accessing Standard Templates

  • Users can find a list of standard brochures provided by the software under the "Structure" menu.
  • It is recommended to duplicate an existing standard brochure rather than starting from scratch for efficiency.

Duplicating Existing Brochures

  • To create a custom brochure, double-click on an existing one and select "Edit" then "Duplicate."
  • A prompt will appear asking for the name of the new custom brochure; clicking "OK" saves it.

Modifying Your Custom Brochure

  • Users can remove unnecessary sections or rearrange them using arrows located at the bottom left of the window.
  • New sections can be added by clicking on the "Add" button, allowing users to include various document types such as Word, Excel, or PDF files.

Adding Layout Files

  • When adding layout files, users must specify whether they are standard documents included with installation or user-created documents.
  • Selecting standard documents leads to a thematic list where users can check desired items before integrating them into their custom brochure.

Finalizing and Setting Default Brochure

  • Once finalized, users can set their custom brochure as default through "File," then "Company Settings," selecting it from the dropdown menu.
  • This ensures that during data entry or other processes, this customized version is utilized automatically.
Video description

Avec ce tuto, découvrez comment créer une plaquette par duplication sur Sage 100 Etats Comptables & Fiscaux. Pour créer une plaquette, allez sur le menu "structure" puis "modèles de plaquette". A partir de là, vous pourrez soit créer une plaquette entièrement soit dupliquer une plaquette standard. Les tutos d'Absys Cyborg vous accompagnent dans l'utilisation de vos logiciels de gestion. En savoir plus sur Sage 100 Etats Comptables & Fiscaux : https://www.absyscyborg.com/fr/logiciels/sage/sage-100cloud/sage-100cloud-etats-comptables-fiscaux