New Template

To enable you to provide reusable configurations of financial periods, you are able to create your own templates.

Create new templates as follows:

  1. Open a financial period that you wish to publish as a template for other financial periods.
  2. Select Financial Period Templates | Publish current period as a template.
  3. Publish your template.
  4. A new financial period can then be created based on the new template via the File | New menu.