Copy a Financial Statement Template
A detailed breakdown and subtotals in a Financial Template can take some time to get setup. When you have multiple Departments/Funds/AMPs, etc. that need the same setup, it may just be easier to copy the original template and then make changes.
NAVIGATION: MAINTAIN menu > Template Master
- Select the original Template Code that you want to copy.
- On the Function Bar, click DUPLICATE
- This will open the Copy Template view
- Review the Detail Information in the new Template.
- Are Starting and Ending Accounts as required?
- Descriptions may need edited for the statement.
- Enter a new unique Template Code.
- Description will copy from the original, change as needed
- Replacement Account Information: This will show a box for each of your GL Account Segments.
- You may use these to change account ranges.
- For example: The original template is using Fund 1000 for all of the account ranges. Type in 2000 to change all Account ranges to Fund 2000.
- This feature will only make changes to the Starting Account and Ending Account. Nothing in the Description columns will be changed.
- This can include text for headers and totals or account filters.
4/2021