Overview of customising a master template
Accountants Enterprise only
An overview of how to customise a master template to create a practice template
Add a practice template, by either:
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.
