{"id":26782,"date":"2016-09-12T10:37:14","date_gmt":"2016-09-12T09:37:14","guid":{"rendered":"https:\/\/www.clearbooks.co.uk\/?p=26782"},"modified":"2016-09-12T14:41:05","modified_gmt":"2016-09-12T13:41:05","slug":"account-code-templates-removal","status":"publish","type":"post","link":"https:\/\/www.clearbooks.co.uk\/blog\/account-code-templates-removal\/","title":{"rendered":"We have decided to remove the Account Code Template feature… but don’t panic!"},"content":{"rendered":"

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. \u00a0This feature is primarily useful to partners who can be managing hundreds of organisations. \u00a0A partner can create a master chart of accounts template and apply it to the new organisations as and when they bring them on.<\/span><\/p>\n

The client template feature is another feature which helps accountants set up a new account. \u00a0Using 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. \u00a0You can find out more in our <\/span>guide to setting up a template account<\/span><\/a>.<\/span><\/p>\n

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. \u00a0This prompted us to review the situation which led us to the following conclusions.<\/span><\/p>\n

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