Accounting Playbook Template Fields

The Accounting Playbook Template object includes the following fields.

* – Mandatory field

Field

 

Description
Calculate Due Date * The number of days to calculate the due date of the accounting playbook generated from the template.
Calculate Start Date * The number of days to calculate the start date of the accounting playbook generated from the template.
Description   The description for the accounting playbook template.
Exclude Public Holidays   If selected, the public holidays defined for the org are excluded when counting the number of days to calculate the start date and the due date of the playbook generated from the playbook template.
Exclude Weekends   If selected, the weekends are excluded when counting the number of days to calculate the start date and the due date of the playbook generated from the playbook template.
Name * The name of the accounting playbook template.
Playbook Owner   The owner of the accounting playbook template who is responsible ensuring that the tasks are completed by the assignees.

Buttons

The following buttons appear on an Accounting Playbook Template page.

Button Description
Clone Makes a copy of the existing accounting playbook template.
Delete Deletes the accounting playbook template.
Edit Displays the fields to edit for the accounting playbook template.