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

  1. Select the original Template Code that you want to copy.
  2. On the Function Bar, click DUPLICATE
  3. This will open the Copy Template view
  4. Review the Detail Information in the new Template.
  5. Are Starting and Ending Accounts as required?
  6. Descriptions may need edited for the statement.
  7. Enter a new unique Template Code.
  8. Description will copy from the original, change as needed
  9. Replacement Account Information:  This will show a box for each of your GL Account Segments.
    1. You may use these to change account ranges.  
    2. 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.
    3. This feature will only make changes to the Starting Account and Ending Account. Nothing in the Description columns will be changed.  
    4. This can include text for headers and totals or account filters.

4/2021

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388