Update and publish templates or content
When you open Accounts Production Advanced you may see a message that says new content/template updates are available.
note
Firms on DVO will also need to apply this update using the guidance below.
Click on the message to see the template updates available. You can also access this by selecting
Tools
, then Content Downloads
.Mark the checkboxes next to the items you want to update and select
Install
.
note
You will need Administrator rights to process updates. Depending on the number of updates and the size of the database, the update process may take some time to complete.
Once the updates have been successfully installed, select
Close
, then close and reopen DAPA to complete the update. If you sign back in as the Administrator and select the Template Entities
tab you will see the master clients with the latest content updates applied to them.Select the
Template Entities
tab and then double-click on the master client which needs to be updated. If you are prompted to enter a password this is 'DoNotDelete' without the apostrophes.Once the master client opens up you can make the adjustment which is required, please note if you are amending the reports you will need to amend each report individually.
Once you have made your amendments you will need to republish the master client which you can do by selecting the
Financial Period Templates
dropdown menu and then Publish Current Period as a Template
. Select
Yes
on both prompts which appear it will then republish the master template. Once you have done that you can go back into the client and select Update
from the information banner.