If you are a new company or would like to use the templates established in Tradepoint to manually set up your General Ledger simply follow the guidelines below.

From the Company Setup under the Tools Tab choose the Divisions icon. The following screen views show the tool bars as they will look when you are using Tradepoint.

From this tool bar you will see the following tool bar at the top of the page. Choose the highlighted icon you see in the example below.

If you only have one Division double click on the listed Division you see in the main window. If you have multiple divisions choose the one you are looking to use Templates to establish your Chart of Accounts for your General Ledger in.

The following tool bar you will see at the top of the window will be the example you see below with the Chart of Accounts icon highlighted.

The main screen that will be visible will the example you see below with the menu of templates open. The menu can be opened by clicking the "Choose from Template" icon in the lower left of the window.

When you have made your choice the existing account structure will automatically be created. Even if you have accounts you have already created such as in the example above they will be overwritten by the Accounts structure in the Template.

Below is a screen view of the Canadian Manufacturer (incorporated) template.

There are a few things we want you to remember about using Templates for establishing your Chart of Accounts.

1.    The Template is expandable. Additional accounts can be added by highlighting one Account and choosing the New Root, Sibling or Child Account icon in the lower right and entering the desired labels in the fields.

2.    Listed accounts can be adjusted, restructured or deleted altogether if necessary by either clicking the specific field and adjusting the Name, Account #, Opening Date, Opening balance, or Account type.

3.    You will need to enter in your opening balances with the template.

Essentially, if your company profile does not match the Template choices exactly they can be adjusted to meet your specific needs.