Enhanced interface
Apply a new template to an existing company
Once you select a template that contains a chart of accounts and select Save, this field is no longer displayed. Even so, you can apply a new template to an existing company by deleting all the data, and then copying the new template. To copy a new template, use the following procedure.
- Select the Select existing data to clear link. The Clear Company Data page is displayed.
- Select the Clear all data checkbox.
- Select Clear all data. All the data is deleted from the company, including any template information that was previously copied.
- Choose a new template from the dropdown list.
- Select Save. The new template is copied to the existing company.
Any data in the new instance company that was added in the meantime is deleted when you select Save.