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Create a new client template

Use client templates to save time when you add new client records. A client template can also contain sub-templates, such as employee templates.
For example, all restaurant-type clients will need similar employee types, such as wait staff or management, that have particular types of payroll items. You can set up an employee template and link it to a client template or to a particular client.
  1. Select
    Setup
     then
    Client Templates
    .
  2. Select
    Add
    .
  3. Enter a
    Template ID
     and an optional
    Template description
     under the
    Main
     tab.
    Because client templates appear 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. Enter information on each of the tabs that applies to all clients based on your template. (Avoid entering information that's specific to a client.)
  5. Select
    Enter
     to save the template.
  6. Set up all other types of information you want to include in the template, like Chart of Accounts information, bank account information, accruable benefits, departments, and payroll items. When you save the template, it will still be selected in the
    Client name
     field.

This article applies to:

  • Subject: Setup

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