Drafting, releasing and archiving Accounting Structures

Each template in the manage Account Structures module can either be set as: 

Draft This is the status of the template which should be used when the template is in development / being customised for your firm. Templates set as draft are not able to be accessed from a File (Trial Balance Section).
Released Released templates are templates which have been finalised and are ready for use by the firm. Setting a template to released will make it accessible from a File (Trial Balance Section).
Archived Archived templates are no longer able to be accessed from a File menu but remain in the template library for later use if required.


To change the status of a template, simply:

  1. Ensure you are in the Accounting Structure module;

  2. Locate the template which you want to change the status of;

  3. From the dropdown menu, select the appropriate status for the template.

Note that only an Accounting Structure marked as a Draft can be deleted. 


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