How To Create New Account Template

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

1. From General Ledger menu, click on Segment Accounts button to open  Segment Accounts. 
2. Select a primary account segment name from the Segment Name panel and 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. 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.
7. Imported/added primary account codes will be displayed on the Account Template screen.
   Click Save button to save the new account template.