Template accounts are a special type of accounts in your client manager.

These accounts can contain specific settings for accounting and invoicing which are then copied when  the accounts are used as a source when setting up new clients of a specific type.  Read more here regarding cloning accounts.

Template account characteristics:

• They are free of charge 
• They contain the accounting and invoicing modules only
• No end users can be set up in template accounts
• They do not support any integrations such as e-invoicing or banking for example.

To create a template account go to your Client Manager, Client Overview and click Add Client company,  select create template account in the first step of the wizard. See below.

Template accounts are displayed first in the list of accounts you can copy (under Template source) when you choose to create an account by copying an existing account.  

The following features can be copied from a template account:

From under Registry - Chart of Accounts:

• The chart of accounts (all accounts and their settings including “block from manual coding”
• Account classes (structure and groupings)     
• Default accounts

From Under Settings - Accounting 

• Banking & Payments : Payment methods  — but not IBANs or bank-specific data
• Journal templates — including banking settings and trigger accounts   
• Journal types — banking flag, manual coding, accruals, default series                                                                                                           

From Under Settings - Invoicing

• Printout Templates
• Payment Terms
• Terms of Delivery    
   

Automation settings

• Supplier invoice and banking automation
  • Auto-save
  • Auto-post
  • Tolerances thresholds
  • Matching rules are now copied together with journal templates
• Allow payment before posting

Any settings not defined in the template will use system defaults.
 

Roles & Admin section

• Template accounts now include an admin section for managing roles
• Custom role templates are copied to new accounts

Company settings: Feature activation settings

• Accruals
• Tax border
• Project follow-up
• OSS VAT
• Contract invoicing
• Interest invoicing Transaction information
• Extra date field

Other Settings

• App category setup

Assets, folders & reports

• Asset templates
• Archive Folder structures 
• Report generator templates
• VAT online reporting enabled
• VAT report save to archive

Registries

• Customer registry
• Supplier registry 
• Item registry
• Currency settings
   

Note: 

• The interpretations robots can be copied form account to account from the client overview
• Any settings not defined in the template will use system defaults.