Templates

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

If you set up a template, all of the client-specific associations, options, and print profiles from the template are copied to each new client that is subsequently added to Fixed Assets CS. (You can still modify the client setup options for a new client as needed.) You can also update a client with items from the template by transferring template items to existing clients.

The client-specific settings copied from the template are as follows.

Setting Copied to template as…
Setup > Associations Specify the associations to be used for sorting assets during data entry and categorizing assets for reporting purposes.
Setup > Treatments Specify which treatments (columns) are available for data entry in the Depreciation tab of the Asset Detail dialog and which reports are available to print.
Setup > Options Specify the standard settings you prefer to use for data entry, for depreciation calculations, and for the column settings in the Asset List window.
File > Print > Profiles Create one or more print profiles in the template to save time if you print the same set of forms or reports for all or most of your clients. Using profiles, you can pre-define the specific reports and/or forms you want, in the exact collation sequence, and with your preferred print options (such as the assets to be included and the sort sequence). After selecting the reports and/or forms to include for a profile, click the Profiles button and enter a name to describe the profile.

Tips

  • Fixed Assets CS does not permit you to add activities or to enter assets in the template.
  • Custom reports and custom depreciation methods are global and are therefore already available for every client that is processed in Fixed Assets CS. You may define custom methods or custom reports by clicking the Setup menu and choosing the appropriate command.
  • You can transfer template items to existing clients.

Share This