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Overview of customising a master template

Accountants Enterprise only

An overview of how to customise a master template to create a practice template
  1. Add a practice template, by either:

  • copying a master template

  • copying an existing template.

  • Open the newly added practice template for editing.

  • Plan what changes you would like to make to the existing practice template.

  • Insert fields and/or edit and format existing content.

  • Save the changes to the practice template.

  • Change the status of the practice template from In progress to Approved.

  • Use the practice template in Workpapers.

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