About Templates

ONESOURCE Accounts Production uses a template system to provide common configuration and information for financial periods. This enables:

• Each financial period to be initially configured identically to the template that it is based upon.
• Any part of the configuration to be modified in the current financial period.
• Financial periods to be updated to later versions of the template.
• Modifications in the current period not to be affected by an update.
• Any financial period can be published as a template so that users can create their own templates.

The template provides the following data for each financial period:

• Accounts
• Categories
• Journal configurations
• Journal classifications
• Financial period data capture definitions
• Financial period data
• Reporting periods
• Reports
• Warnings

Templates provided by Thomson Reuters can be imported manually into the database.

Manage templates using the Template Manager, accessed via Financial Period Templates | Template Manager.

Work with templates as follows:

• Import Template
• New Template
• Modify Template
• Save Templates
• Publish Template
• Update Current Period to Latest Template
• View Changes to Template in Current Period