If you are familiar with the account codes template feature you will know that it allows you to create a snapshot of your current account codes list and then apply that snapshot to different organisation in Clear Books. This feature is primarily useful to partners who can be managing hundreds of organisations. A partner can create a master chart of accounts template and apply it to the new organisations as and when they bring them on.
The client template feature is another feature which helps accountants set up a new account. Using a client template when onboarding a new client, an accountant can populate the chart of accounts, toggle features, email settings, invoice preferences and other system settings according to the template. You can find out more in our guide to setting up a template account.
As part of some work to identify problems with the account codes, our engineers have found defects with the account codes template feature which, under certain circumstances, can corrupt your account codes set. This prompted us to review the situation which led us to the following conclusions.
- We have two features which have duplication in functionality
- The account codes template feature can only set up your account codes
- The client template feature configures account codes as well as a number of other areas of the system
- The account codes template has some defects
Given the above we have decided to withdraw the account codes template feature.
To help customers transition away from using the account codes template, we will be giving you some time during which the account codes templates will still work. We will continue to allow customers to use this feature up to the 6th October.
We are contacting any customer who has used the account codes template in the last month, to help them with the transition. If you want to contact the support team with any questions, you can find their details in our support centre.