Edit Journal Wand Template
The Edit Journal Template tool allows you to modify the Journal Wand Template structure. This tool should always be used to add, remove or move journal field columns.
Custom columns containing formulas, Excel functions or Wand functions, may be added directly to the Journal Wand Template. These columns may be deleted, hidden or moved in Excel. However, it is advisable to use the Edit Template tool when adding, removing or moving any of the journal field columns.
To invoke the Edit Journal Template tool, a valid Journal Wand Template must be open and active in Excel. The layout of the currently active Journal Wand Template is reflected in the Edit Journal Template tool, for example:
The following functionality is available for customizing the Journal Wand template:
- Remove columns by clicking the red cross symbol on an individual column.
- Remove all optional columns by clicking the Remove All button.
- Add individual columns by dragging a tile from the available columns panel. This panel can be filtered by searching for a specific name which is typed in the filter panel.
- Add all available columns by clicking the Add All button.
- Move columns by dragging and dropping to achieve the required column order.
Available fields may not be dragged from the Journal Header to the Journal Line section and vice versa.
Once the desired layout has been achieved, click the Save button to modify the Journal Wand Template.
If the selected fields violate certain validation criteria, the Save button is disabled and an error message is displayed. Refer to Template Validation Rules for further information.
Any custom columns which have been inserted in the template area between the Journal Wand fields, are not displayed in the Edit Journal Template tool and cannot be deselected and/or positioned using this tool. After a new layout is saved in the Edit Journal Template tool, any custom columns will remain in the template, however they will be moved to the right of all other selected Journal Wand fields. This process may take some time, so for this reason it is advisable to add custom columns to the right of the template area.