Creating Account Templates

When copying an account, this allows for copying journal templates, printout templates, and other account settings from one account to another.

A new account is created with a new financial year based on the dates entered. The following is copied from the account that is used as source:

The accounts that you can use as a template are created in a different way than the student accounts. They are directly created in the Client Manager.

Step 1: Add a new client in the Client Manager

Step 2: Create a client account for your new client

When you upload your student account template as descripted in step 2 of the getting started article you can choose copy existing account and then select the template company from the drop-down menu on the right side.