Enhancing performance and extending core capabilities of
accountants, auditors and financial managers in over 130 countries.
Master FS Template
Problem:
How do I use a client file as a master FS template?
Solution:
1. Create a new file based on the client's existing file (the one you did all of her work in). Set the new file name to Financials5US (has to be exact).
2. Open the Templates folder and rename the Financials5US folder to Financials5US_BAK.
3. Copy the new client file + folder created in Step 1 (Financials5US) into the Templates folder.
4. Open the Financials5US_BAK folder and copy the Icons and Packager folders from Financials5US_BAK folder into the Financials5US folder.
You can now work with the master template and repackage it.
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