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14.55 How do I Create my General Ledger using Templates

Apr/23/2007



Creating your General Ledger using templates is done in a few easy steps. Follow this path to reach the window to step up your General Ledger using templates.

Tools Tab--->Company--->Divisions---> then choose the listed Division under the Contact information and double click on it--->Chart of Accounts.

From the Chart of Accounts window you will find an icon on the lower left hand side of the screen labeled 'Choose from Template'. Clicking on this once will bring up a list of templates that you can choose from to create your Chart of Accounts.

Choose one of these options and the Chart of Accounts will pre-populate the Chart of Accounts section with the Template structure. You can then edit and adjust the structure within this same window as necessary for your company using the tools in this window in the lower right part of the screen. Highlighting any field will allow you to Delete, Edit, and add a new Account adjacent to the one highlighted.


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