Manage Instructions

Administrators now update instructions directly on the data entry pages. Administrators can edit  instructions in data entry pages and change standard instructions to be user specific. The Forecast and Actual instructions can be edited, as well. The instructions are saved per dataset type and language.

Note: In earlier versions of ONESOURCE Global Access, administrators used the Manage Instructions page to update instructions by uploading text files that were written in well-formed HTML. Administrators can still update instructions for each page using the Manage Instructions page in the Administration page.

Instructions Sample:

“<b>Instructions</b><ul><li>The input below reflects items that impact the tax payable account. (eg, a tax payment to the government or a tax refund from the government).</li><li>Debits are <b>positive (+)</b>, Credits are <font color="red"><b>negative (-)</b></font>.</li><li>Fill in payments, refunds and adjustments using the <b>local currency</b> in <b>whole units</b>. </li><li>Beginning balance plus/minus payments, refunds and adjustments must equal the ending balance.</li><li>Amount per financials statement and the computed amount must agree to the Journal Entry Comparison report.</li></ul>”

The sample shows the instructions written in well-formed HTML. We have written a specific text file for every page. Users can change the text and upload modified files. Refer to the attached file: “Instructions for Global Access Module.”