Edit a console template

You can change the description and status of a console template; however, you cannot change the accounting settings.

Use the Template setup checklist to change the chart of accounts, account groups, and other lists.

  1. Create a new console template based on that template.

  2. Edit the accounting settings, as applicable.

  3. Delete the old template.

Subscription

Administration

Regional availability

All regions

User type

Partner (VAR), Management, Accountant (SIAP / BPO)

Permissions

Templates: List, Edit

  1. Go to My practice or Console > select Templates.
  2. Find the console template that you want to edit.
  3. Select Edit at the end of the row.
  4. Make your changes.

  5. Select Save.

  1. Go to My practice or Console > select Templates.
  2. Find the console template and select Edit.
  3. Make the necessary changes.
  4. Save your changes.