The possibility to clone accounts when creating new accounts for your customers in your Client Manager offers the possibility to copy journal templates, printout templates, chart of accounts and other account settings, from one account to another.
For this purpose you can even set up specific Template accounts.
When creating a new client account, you will be offered the possibility of using another account as a template.
To do this, select the radio button Set up company from template. See below.
In the drop down menus that appear, select the following:
- Which one of your accounts to use as a template: Your template accounts will be displayed first in the list, followed bu all your client accounts.
- Which Financial Year is to be used as a template
- Enter the start and end date of your financial year
Remember to Save.
A new account is created with a new financial year with the start and end dates you provided, and the following is copied from the source account:
- Payment methods
- Delivery terms
- Account classes
- Journal templates
- Automatic codings
- Printout templates
- Journal types
- Default accounts
- Payment terms
You can delete any irrelevant information from your new account.