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System Configuration > Template tab

Use the Template tab of the System Configuration window to enter common, client-specific setup options that will be copied to all clients subsequently added to Fixed Assets CS. You can also use this tab to perform a mass update, which copies the items that are defined in the template to existing clients.
To open this tab, select Setup, then System Configuration, then Template.

Special information

Through the Template tab, you can set up the following common, client-specific options.
  • Existing associations
  • New associations
  • Existing treatments
  • New treatments
  • Calculation options
  • Existing print profiles
  • New print profiles

Fields & buttons

Use the arrow buttons to select the tax year for which you will set up the common, client-specific setup options.
The template items will also be available for these clients in each year to which they are closed. To make the template items available in prior years or in future years to which the client hasn't yet been closed, transfer the template items to the prior or future year.
Select this button to open the Associations window where you can set up associations for the template.
Select this button to open the Treatments window where you can set up treatments for the template.
Select this button to open the Options window where you can customize options for depreciation data entry and calculations, and specify which columns should appear in the Asset List window for the template.
Select this button to open the Print window where you can set up print profiles for the template.

Mass update group box

Select this button to open a window in which you can copy specific template items to a client or clients for a specific tax year.

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