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System Configuration > Template tab
Show all hidden content
Use the Template tab of the System Configuration window to enter common, client-specific setup options that will be copied to all clients subsequently added to Fixed Assets CS. You can also use this tab to perform a mass update, which copies the items that are defined in the template to existing clients.
To open this tab, select Setup, then System Configuration, then Template.
note
Depending on your security configuration, you might be prompted to enter the master password before you can access the Template tab.
Special information
Through the Template tab, you can set up the following common, client-specific options.
- Existing associations
- New associations
- Existing treatments
- New treatments
- Calculation options
- Existing print profiles
- New print profiles
Fields & buttons
Setup for tax year
Use the arrow buttons to select the tax year for which you will set up the common, client-specific setup options.
The template items will also be available for these clients in each year to which they are closed. To make the template items available in prior years or in future years to which the client hasn't yet been closed, transfer the template items to the prior or future year.
Setup > Associations button
Select this button to open the Associations window where you can set up associations for the template.
Setup > Treatments button
Select this button to open the Treatments window where you can set up treatments for the template.
Setup > Options button
Select this button to open the Options window where you can customize options for depreciation data entry and calculations, and specify which columns should appear in the Asset List window for the template.
note
Columns you select on the Asset List tab will only effect future clients. Existing client column settings cannot be updated using the template.
File > Print > Profiles button
Select this button to open the Print window where you can set up print profiles for the template.
Mass update group box
Update clients button
Select this button to open a window in which you can copy specific template items to a client or clients for a specific tax year.