Modify Template

When a financial period is published as a template, the period remains editable by the user. This allows you to make further changes and re-publish the financial period to make a later version of the template available.

Each time you choose to publish the financial period, a new version of that template is created.

Modify templates as follows:

1. Open the entity containing the financial period used to publish templates from the Entity list in the main window.
2. Make the required changes.
3. Select Financial Period Templates | Publish current period as a template.

New financial periods can now be created from the newly published template and existing financial periods can be updated to the new template.