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. Import primary account codes from a CSV file. (See How To Import Primary Accounts for a New Template)
7. If the importing is successful, imported primary codes will be displayed on the Account Templates screen.