Add a Chart Template

From the list of chart organizer templates, select Add, Add template or Add, Add template based on defaults.

Tip: Templates based on defaults include headings, such as Liabilities and Retained Earnings (along with associated detail lines). Using defaults saves time and promotes efficient data entry.

Enter a Template ID and description which are used to identify the template in reports.

To include the template in reports, select Active (otherwise, the template is considered inactive).

To ensure formatting selections are the same for each category line in a level, such as font, select Synchronize formatting by level. Formatting comes from the first line of each type and level in the header.

To view or hide all categories and associated details, select Expand all or Collapse all.

Use a category's menu to insert detail and header/total lines into the report. You can also use the menu to move lines up, down, left, or right as needed.

Note: For detailed information and tips on designing chart templates, see Design a Chart Template.

Use Expand to level to filter and show only the line items at or above the specified level. For example, to view only top level headers, select "1." To view headers four levels deep, select "4."

To identify any missing or duplicate accounts in the chart template, select Run validation report. We highly recommend you run this report before creating your financial statements to ensure chart templates include correct accounts.

To test your chart template, select Test with financial report.

To save and continue working, select Save.

To save and return to the list of templates, select Save and close.