How to display information using Map No’s on an Automatic Document

Procedure:

  1. Within Document Manager, click on the folder that the Automatic Document will be assigned to.
  2. From the ribbon, select Home tab | in the Insert area | Automatic Document  to display the 'New Automatic Document' dialog
  3. In the 'Number' field, enter a document number (Note: for consistency, try and maintain the numbering convention used within the folder).
  4. In the 'Name' field, enter a document name.
  5. From the 'Document Type:' drop-down, select Trial balance.
  6. From the 'Format:' drop-down, select Group summary.
  7. From the 'Grouping:' drop-down, select Map No
  8. Click OK.

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