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This article applies to:

  • Product: ONESOURCE Trusts

Add a line item type

You can define the types of line items that are available for users to add to a calculation.
  1. From the
    Configuration
     menu, select
    Line Items
    .
  2. Use the
    Template
    ,
    Sheet
    , and
    Category
    dropdowns to specify the type of line item you want to add. The application shows the types of line items that have already been defined.
  3. In the blank line above the list, enter a name for the new line item in the
    Description
    column.
  4. Use the dropdowns in the remaining columns to define the details for the line item. The columns that are available depend on the type of line item you are defining.
  5. Tick the box in the
    All Clients
     column to make the line item available across the clients. You can tick the
    All Clients
     checkbox at the top of the grid to mark all line items in one go.
    note
    This steps is only applicable for Client Manager enabled databases.
  6. Select the
    Go
     button.
Editing a Line Item
Select any existing line item to edit its
Description
 or information in other columns. If the
Description
 is edited, a confirmation message will be displayed on
Save
.