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Here are the steps on how to create new account template:

1. From General Ledger Maintenance, click menu, click on Segment Accounts button to open  Segment Accounts. 
2. ClickSelect a primary account segment name from the Segment Name panel and click Import Primary toolbar button to open Import Primary Accounts screen.Image Removed
3. From Import Primary Accounts screen, click Template toolbar button to open. 
4. If there's already an existing template, Search Account Template screen will open. Click New to open Account Template screen. If there's none, then Account Template screen will open automatically.Image Removed
5. Enter Template Name.
6. Click Import button. Import Primary Accounts from CSV screen will open.
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7. Click Browse button and select the CSV file where primary account codes to be imported is saved.
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8. Click Import button to start import process.
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9. Message informing user if importing is successful or not will prompt. Click OK to close the message.
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10. Add new primary account codes.
    1. Import primary account codes from a CSV file. (See How To Import Primary Accounts for a New Template). 
    2. Or click the empty row from the grid and start entering new segment codes, description and then assign an account group manually.
11. Imported/added primary account After importing is successful, imported primary codes will be displayed on the Account Templates Template screen.
    Image RemovedClick Save button to save the new account template.