Do you often use the same accounting lines on a creditor? With the new accounting templates, you can save accounting lines as a template and quickly add it when you need it.

There are two types of templates, private and public.

Private templates
All users can create private accounting templates in all profiles/folders, to which only the individual user has access.

Public templates
Public accounting templates can be created by users who are members of a group with the privileges to create them (see the Setup section).
All users can view and use public templates in folders/profiles where it is possible to edit the accounting.

Setup

All users can create private accounting templates in all profiles/folders.

Public accounting templates can be created by users who are members of a group with the privileges to create them.
The privilege to create public accounting templates is set on the group:

Administration → Security → Groups → [Group] → Security

Open

Create accounting template

Open

A new account assignment template is created by clicking on the icon in the top right corner of the account assignment or by using the shortcut keys CTRL+SHIFT+T

Choose whether the template should be Private or Public, and give the template a name.

It is possible for a private and a public template to have the same name.

Select accounting template

An account assignment template is selected by clicking on the icon in the top right corner of the account assignment or by using shortcut keys CTRL+T

Press + to the left of the icons to see which account lines are on the template or click → (arrow to the right).

If a template is selected on a document where account assignment lines have already been added, all existing lines will be deleted if the template is added.

Delete accounting template

To delete an accounting template, open the list of templates and click the Delete-key.