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You can save the following control group settings:

  • the details of a control group

  • related chart of account settings

  • depreciation defaults

in a template so that they can be re-used.

The control group templates must have a unique name.

(Australia) The chart of account settings will also be saved in the template for any small business or low value pool(s) that have been set up.

To save the details of a control group in a template
  1. Create a control group. Enter the Account code and Name, Depreciation defaults and Integrated accounts. See Creating a control group.
  2. Click Save as template. The Save control group settings as a template window opens.
  3. Enter a descriptive Template name.
  4. Click OK. The template is saved in your database.

If you save the control group template as a name that already exists, you will be warned that the template already exists. You can choose to overwrite the existing template by clicking Yes. Alternatively, click No, to return to the Save control group settings as a template window and enter a different Template name.

To update a template with the details of an edited control group
  1. Edit the control group. See Editing a control group.
  2. Click Save as template. The Save control group settings as a template window opens.
  3. Enter the Template name that had been previously used with this control group.
  4. Click OK. As the template already exists, the Template already exists message opens.
  5. Click Yes. This will overwrite the existing template with the updated details of the control group.
To use a control group template

Use a control group template that is in integrated mode with an asset register that is in integrated mode.
Use a control group template that is in non-integrated mode with an asset register that is in non-integrated mode.

  1. Open the client’s Client Accounting > Assets tab. See Accessing an asset register. The Asset Register is displayed.
  2. Open the Maintain Control Group window.
    There are 2 ways to do this:
    • Click Maintain control group on the Tasks bar of the Assets Register.

    • Select Maintenance > Maintain control group on the main menu of the Assets Listing page.

  3. Click Load template. The Load control group template window opens.
  4. From the list, select the control group template required.
  5. Click OK.

The details of the control group saved within the template will populate the fields of the Maintain Control Group window.  

If you select a control group template whose integration status is not compatible with the integration status of your asset register then you will receive a warning message. You must either change the integration status of your asset register (using Maintenance > Register Settings) or select a control group template that is compatible with the appropriate integration status of your asset register.  

If a control group already exists in the Maintain Control Group window and you load a template for this control group, then the displayed settings will be overwritten.  

(Australia) If the control group is for a small business pool or low value pool, and its chart of account settings were set up when the control group template was created, then these will also be imported when you use the control group template.

The depreciation rates and methods etc., for any existing assets are left unchanged when you load a template. The settings loaded from the template will only be used as defaults when adding new assets.
However the current chart of account settings will be used for all assets (in that control group) when printing the journals.

To delete a control group template
  1. Open the client’s Client Accounting > Assets tab. See Accessing an asset register. The Asset Register is displayed.
  2. Open the Maintain Control Group window.
    There are 2 ways to do this:
    • Click Maintain control group on the Tasks bar of the Assets Register.

    • Select Maintenance > Maintain control group on the main menu of the Assets Listing page.

  3. Click Load template. The Load control group template window opens.
  4. From the list, select the control group template to be deleted.
  5. Click Delete.

The selected template is removed from the list in the Load control group template window and from the database. It is no longer available for selection.