Template Manager Dialog

The dialog enables you to create new entities, publish draft templates, change the availability of templates, and batch update selected financial periods to a new template.

It is accessed via Financial Period Templates | Template Manager.

You must be logged on as a user with Administrator rights to work with templates.

In addition to the on-screen advice, you should note the following:

Template List

Name: Name of the template. Use the Rename button to change the name of the draft template.

Version: Displays the template version number. Once a template version (n) is published, a new draft version (n+1) is automatically created.

Status: Indicates whether a template is Published or Draft. Once a template is published no further changes can be made.

Available: Applies to published templates only. If set to No, only users with Administrator rights have access for updates or creating financial periods based on the unavailable template.

You can work with templates as follows:

• Rename Template
• Publish Template
• Change Template Availability
• Show Differences
• New Entity
• Batch Update Templates