Add new accounting template

  1. Select Settings to open the menu.
  2. Select Accounting templates.

A good idea is to copy and edit an existing template.

  1. Select the accounting template you want to use as a starting point from the list.
  2. Select Copy.
  3. Edit Name, Journal series, Description, and Scope of use.
  4. Add, remove or change the ledger accounts specified on the template.
  5. Select Save.

New accounting template window

To be able to use an Accounting template, the template must have the status Active and contain accounts that are active.

Specify a journal series that you want to be associated with the accounting template.

Here, you can describe how and when the accounting template is intended to be used.

When you specify a scope of use, only general ledger accounts relevant to the usage area in question can be selected in the account list. The scope of use controls in which parts of the program the accounting template is available.

You can control whether an amount for a specific account should always be indicated as a Debit or Credit. This reduces the risk of posting errors. In certain types of accounting templates, it is instead a better choice to choose D/C, which means that both the debit and credit columns are available for registration when the accounting template is used.

Here, you can add projects and cost centres to the selected ledger accounts.

Related topics

Accounting templates
Add new ledger account