Back	Home > Tamarac Reporting > Accounts-Groups-Households > Accounts > Configure the Default Account Template

Configure the Default Account Template

Contents

Introduction

The default account template is a collection of saved account settings. Once saved, these settings automatically apply to new accounts, reducing the time needed to manually configure account settings for your new accounts.

Any settings not configured in the default account template will revert to the global default setting when opening new accounts.

Configure the Default Account Template

To create your default account template, follow these steps:

1. On the Setup menu, click Account Templates.

2. Click Edit.

   

3. On the Edit Template pane, choose the default settings you want to apply to each of your new accounts. For a full list of the settings available to edit in the default account template, see Available Settings in Account Templates.

   

4. Click Save.

Available Settings

For a full list of available settings you can change in your default account template, see Available Settings in Account Templates.