Field descriptions: Console templates

Template name

The name of the console template. After you create a template, the name cannot be changed.

The name can contain up to 20 characters.

State

Track the creation process of your console templates.

Displays the following options:

• Ready. The template is ready to use.

• In progress. The template is in the creation process.

• Failed. The creation of the template is unsuccessful.

Description

A description of the console template.

The default status is Active.

If you are no longer using this template and do not want it to appear in dropdown lists, edit the console template and select Inactive.

You can still view inactive console templates by selecting the Include Inactive checkbox from the Manage Templates list.

The base to create a console template from. The following options are:

• Scratch: you define all structural data manually.
• Existing template: copy data from an existing console template. If you choose this option, then select an existing console template from the dropdown. All structural data is copied into the new console template.
• Existing instance: copy data from an existing client or entity. If you choose this option, then select a particular instance from the dropdown. All structural data is copied into the new console template.

The region (PodGroup) server destination creates and stores instance data. When you provision an instance using the template, all instance data is stored in this region.

For example, the options could be:

• US (1)

• US (2)

• AUS (3)

• UK (4)

Accounting periods

• Standard: 12 monthly periods that begin on the first day of the month and end on the last day of the month.

• Custom: non-standard periods that an administrator defines.

  For example, 13 four-week periods. Learn more about custom accounting periods.

If you are creating a console template from an existing template or instance, you cannot change this field. Accept the default value.

Reporting method

The default reporting method.

You can change the default reporting method in Accounting settings from the General Ledger Setup page. For more information, see Configure General Ledger.

First fiscal month

The month that your fiscal year starts.

If your company uses custom accounting periods, this field does not apply.

First tax month

The month that your annual tax reporting starts.

If your company uses custom accounting periods, this field does not apply.

Week begins on

The day of the week that your calendar begins.

Currency format

The primary or accounting currency of the company.

Primary account no. length, Account field separator, and Subaccount no. length

1. Specify the Primary account no. length: the number of digits for account numbers.

   Account numbers must be a minimum of 4 digits, and can be a maximum of 24 digits including any subaccounts and separators.

2. Specify the Account field separator: the character that separates your primary account number from subaccount numbers.

   For example, if you want your account numbers to appear as 1234-12, enter a dash. When creating an account with a subaccount, each box in the subaccount field is a separate subaccount.

3. Specify the Subaccount no. length: the number of digits for subaccount numbers.

   Subaccount numbers can be a maximum of 9 digits, excluding the account field separator.

For example, a 4-digit primary account with a 3-digit subaccount with dashes as separators would look similar to 1234-100. The total number of characters used is 8, and you get 5 subaccount boxes of 3 characters each.

For more information, go to Primary account and subaccount numbers.

Accounting practice for funds

This field appears only if your company was set up with a Not-for-profit QuickStart template.

How your company tracks funds. The following options are:

• Net asset fund accounting: Tracks the net asset impact for compliance purposes.

• Traditional fund accounting: Tracks individual balancing funds.

For more information, go to Traditional fund accounting.