Here are the steps on how to create new account template:
- From General Ledger Maintenance, click Segment Accounts.
- Click Import Primary toolbar button to open Import Primary Accounts screen
- From Import Primary Accounts screen, click Template toolbar button to open.
- 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.
- Enter Template Name.
- Click Import button. Import Primary Accounts from CSV screen will open.
- Click Browse button and select the CSV file where primary account codes to be imported is saved.
- Click Import button to start import process.
- Message informing user if importing is successful or not will prompt. Click OK to close the message.
- After importing is successful, imported primary codes will be displayed on the Account Templates screen.
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