Breadcrumbs

Overview of customising a master template

Accountants Enterprise only

An overview of how to customise a master template to create a practice template

  1. Add a practice template, by either:

  • copying a master template

  • copying an existing template.

Open the newly added practice template for editing.

Plan what changes you would like to make to the existing practice template.

Insert fields and/or edit and format existing content.

Save the changes to the practice template.

Change the status of the practice template from In progress to Approved.

Use the practice template in Workpapers.