Visma Skatt & Bokslut Pro
Properties, templates
This topic is for you who work with Visma Skatt & Bokslut Pro as an accounting office.
In Administration - Templates - Templates for auto checks - Properties tab, you will see general information about your template. Here, the template name, the type of customer it is used for and how many customers it is connected to is displayed. If desired, you can change the name of the template here.
If you want the template to be used as default for new customers, select Default template for new customers.
It is only possible to delete a template when it is no longer connected to a customer. If any customers are connected to the template, Delete in the bottom left of the page will be inactive.