|UI Text Box|
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.
- Open the client’s Client Accounting > Assets tab. See Accessing an asset register. The Asset Register is displayed.
- Open the Maintain Control Group window.
There are 2 ways to do this:
- Click Load template. The Load control group template window opens.
- From the list, select the control group template required.
- 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.
|UI Text Box|
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.