Listed below are the available Excel Update Templates. The list available to users will also vary depending on the permissions on the users profile within the application, and possibly also the version of AOI being used.
Note: This list does not include Custom Templates, Access Analytics templates or Upload Journal Templates.
Sales Ledger
Customer Budgets
Customer Accounts (including Bank details)
Add Customer Accounts
Customer Addresses
Sales Analysis
Sales Ledger Transactions
Customer Terms
Sales Invoices – Batch
Sales Invoices – Live
Sales Credit Note – Batch
Sales Credit Note – Live
Sales Invoices (Table Based)
CRM
Prospects
Prospect Addresses
Purchase Ledger
Supplier Budgets
Supplier Accounts
Add Supplier Accounts
Supplier Addresses
Purchase Analysis
Purchase Ledger Transactions
Purchase Invoices – Batch
Purchase Invoices – Live
Purchase Credit Notes – Batch
Purchase Credit Notes – Live
Purchase Invoices (Table Based)
Purchase Invoices – Currency (Table Based)
Nominal Ledger
Profit and Loss
Balance Sheet
Profit and Loss (Pivot Table)
Nominal Budgets
Income Journal
Expenses Journal
Nominal Accounts
Major Headings
Nominal Category 1
Nominal Category 2
Nominal Category 3
Nominal Category 4
Nominal Transactions
Stock
Stock Records
Price Matrix
Stock Prices – Selling
Stock Prices – Buying
Stock Sub Analysis
Stock Transactions
Stock Budgets
Stock Movements – Batch
Stock Movements – Live
Standard Advanced Price Matrix
Buy One Get One Free Advanced Price Matrix
Whole Order Discount Advanced Price Matrix
Sales Orders
Sales Order
Sales Order Pro Forma
Sales Order Estimate
Sales Order Progress Claim
Price Records
Costing
Active Timesheets – Live
Active Timesheets – Batch
Estimate Timesheets – Live
Estimate Timesheets – Batch
Projects
Cost Centres
Add Projects
Add Cost Centres
Project Budgets
Project Budgets (Quantity)
Cost Centre Budgets
Cost Centre Budgets (Quantity)
Focalpoint Costing Budgets
Focalpoint Sales Budgets
Resources
Costing Transactions
System
Currency Rates