Batch update clients from one template to another in Accounts Production Advanced

note

Depending on how many clients you're updating, this process can take a while. You might want to leave it run overnight.

Select Financial Period Templates
, then Template Manager
.

Select Batch Update
.

note

Accounts Production Advanced shows a list of available templates.

Mark the checkbox next to the template that you want to update entities to.

Mark the Allow update to any template
checkbox.

Select Next
.

Mark the checkbox next to the client and accounting period you want to update the template for.

note

You can only update the template for the most recent accounting period.

Select Next
.

note

You will get a warning that updating the template will affect many entries and can't be undone.

Select OK
, then Finish
.

Select Close
.

This article applies to: