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--- en:fin_kanne [2025/03/07 09:52] – kellylytom
+++ en:fin_kanne [2025/03/07 10:54] (current) – [6. Fine-tuning] kellylytom
@@ Line 192: / Line 192: @@
 As a result, the transaction will be rotated on the same account:
 {{:et:kellylytom20240814-144209.png}}
+==== 3.3.6 Object level requirement ====
+**Corr. account objects**
+  *If the corr. account has object, the corr. account object is also in the periodization window.{{:et:kellylytom20250307-101410.png}}
+  *If there is no object in the corr. account, but object levels have been set, the account object will appear in the field.{{:et:kellylytom20250307-101939.png}}
+**Object of account subject to periodization**
+  *If the account is missing an object but it has object levels, the corr. account object will be placed there. {{:et:kellylytom20250307-100102.png}}
+**Error messages**
+  *If the level of the object in the field does not match, the field will be red and transactions cannot be created. This also means that objects with a different level cannot be placed. {{:et:kellylytom20250307-102902.png}}
+  *The error field has the following explanatory tooltips:
+  ***'object is invalid'** ⇒ such an object does not exist at alL
+  ***'object with required level is missing'** ⇒ the account has a specified level, but an object with that level has not been added
+  ***'invalid object level'** ⇒ the entered object level is not allowed in the account
 ===== 4. Periodization of the transaction (OLD DESIGN) =====
 Periodization of a transaction can be started from a saved transaction by pressing the „Periodize“ button in the header.
@@ Line 275: / Line 292: @@
+===== 6. Fine-tuning =====
+Button {{:et:evelint20211117-151117.png}} on the right side of the header opens the fine-tuning settings.
+{{:et:evelint20211122-161715.png}}
+  * **Currency rate by row date** - if this setting is activated, the exchange rate is set according to the row date. If this setting is not activated, the rate is set according to the date in the header.
+  * **Attachment preview** - whether and where a preview of the attachment attached is displayed. Options are missing, right and bottom.
+===== 6. Bulk insert =====
+You can create transaction rows in Excel and bulk insert them directly to the transaction.
+  *If the account number is specified and the description box is empty, the account name is placed in the Description box
+  *Amounts are placed on the transaction with both a plus and a minus sign
+  *Only one amount can be bulk inserted, either in the debit or credit column
+  *Zero is not a number, i.e. it is possible to insert amounts from an Excel table with Debit 0.00 and Credit 40.00. After importing, only Debit (empty) and Credit 40.00 remain.