Templates
If you set up a template, the application copies all of the client-specific associations, options, and print profiles from the template to each new client subsequently added to Fixed Assets CS.
You can still change the client setup options for a new client as needed. You can also update a client with items from the template by transferring template items to existing clients.
The following table describes the client-specific settings copied from the template.
Setting | Copied to template as |
|---|---|
Setup , Associations | Specify the associations to be used for sorting assets during data entry and categorizing assets for reporting purposes. |
Setup , Treatments | Specify which treatments (columns) are available for data entry in the Depreciation tab of the Asset Detail window, and which reports are available to print. |
Setup , Options | Specify the standard settings you prefer to use for data entry, depreciation calculations, and the column settings in the Asset List window. |
File , Print , Profiles | Create 1 or more print profiles in the template to save time if you print the same set of forms or reports for all or most of your clients. Using profiles, you can pre-define the specific reports and/or forms you want, in the exact collation sequence, and with your preferred print options (such as the assets to be included and the sort sequence). After selecting the reports and/or forms to include for a profile, select Profiles and enter a name to describe the profile. |
note
- You can't add activities or enter assets in the template.
- Custom reports and custom depreciation methods are global and so already available for every client processed in Fixed Assets CS. You can use theSetupmenu to define custom methods or custom reports.
