FAQ admin2.1
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Accounting
Export accounts
How to create export account ?
- Export accounts are to be individually created for aircraft accounts and others accounts. Into page Admin/Accounts/Aircrafts page or Admin/Accounts/Accounts list/Others accounts, click onto Pencil icon then edit the account Dans la page Admin/Comptes/Aéronef ou Comptes club puis cliquer sur l'icône Crayon pour éditer le compte
Indicate the export account into the field Account export code
- Export accounts could be individually created for member accounts too but it's tedious. Two possibilities for a mass filling are offered
- Into page Admin/Accounts/Members/Account type, click onto button "Manage export accounts values simultaneously". It's possible here to define a pattern that will structure export accounts by indicating a root and a variable complement according to some parameters.
Those wildwards can be used :
- %MEMBER_NUM - %LASTNAME - %FIRSTNAME - %ACCOUNT_TYPE - %AUTO_INCREMENT
Examples :
- 411+%LASTNAME will create export account 411dupont,411dupond,.... - 411+%MEMBER_NUM will create export account 411XXXXX,.... (XXXXXX is the member num filled into member personal) - 411+%LASTNAME+substr(%FIRSTNAME,0,1) will create export account 411dupontf,411dupontt,.... - 411+%ACCOUNT_TYPEE will create export account 41100045,4110005,.... The number ACCOUNT is internal to OF and is unique est interne à OF - 411+%AUTO_INCRENENT will create export account : 41100001, 41100002,....,4110000x
- Finally, if export accounts were already existing and that you want to copy its into OF, you can go to Admin/Configuration/Imports/Enfin si vos numéros sont existants et que vous voulez les copier dans OF vous pouvez aller dans Admin/CLub/Imports/Initialize account. It's possible to import a .csv file with your export accounts, follow given explanations on this page.