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Client templates enable you to add new client records more efficiently and accurately. Using templates, you can set up common firm-level policies such as staff assignments, engagement binders, or custom fields. In addition, if you have a number of clients working in similar industries (if you have a number of restaurant clients, for example), you can set up a client template with Chart of Accounts information that would apply to all of those clients. Keep in mind that you will still be able to modify information that is unique for each client.

After you create a new client record using a template, proceed through normal client setup steps to be sure that all unique and pertinent information has been included.

Creating a new client template

1. Choose Setup > Client Templates.
2. In the Client Templates screen, click the Add button.
3. In the Identification section of the Main tab, enter a Template ID (required) and a Template description (not required, but helpful to clearly identify the purpose of a template).

   Note: Because client templates are included in client lists, you may find it helpful to create a naming convention for client templates so that you easily can sort and separate them from your actual clients. For example, if you preface all client template names with ZZ-, you can group them together and have them display at the bottom of client lists when sorted alphabetically.

4. On each of the tabs in the Client Templates screen, enter any information that will likely apply to all clients based on this template.

   Note: Be careful to avoid entering information that is unique for any particular client.

5. Click the Enter button to save the template. The template is now included in the drop-down list for the Template field in the Add Client dialog.
6. Set up all other types of information that you would like to include in the template, such as Chart of Accounts information and folders/workpapers for the engagement binder. When you save the template, that template will still be selected in the Client name field at the top of the screen. Choose Setup > Chart of Accounts to set up the information for the template. When you create a new client using this template, all template information will be carried over to that client.

Adding a new client using a client template

1. Choose Setup > Clients.
2. In the Clients screen, click the Add button.
3. In the Add Client dialog, enter the client ID, select the template to be used for this client record, enter the client name, and then select the appropriate state from the State drop-down list.
4. Click the Add button to populate the client record with all the information from the client template and close the Add Client dialog.
5. On each of the tabs in the Clients screen and in all other setup screens, continue to enter any information that is unique to this client. For more detailed instructions, please see the Client setup overview topic.

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