How To Create New Account Template

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

1. From General Ledger Maintenance, click Segment Accounts. 
2. Click Import Primary toolbar button to open Import Primary Accounts screen
   
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.
   
5. Enter Template Name.
6. Click Import button. Import Primary Accounts from CSV screen will open.
   
7. Click Browse button and select the CSV file where primary account codes to be imported is saved.
   
8. Click Import button to start import process.
   
9. Message informing user if importing is successful or not will prompt. Click OK to close the message.
   
10. After importing is successful, imported primary codes will be displayed on the Account Templates screen.