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