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Setup page · General ledger

Main account templates

Microsoft does not describe this page yet.

Used by
Accountant, Accounting manager, Accounting supervisor and 8 more roles
Business process
Develop chart of accounts strategy
Menu item
MainAccountTemplates
Main table
MainAccountTemplate
Data entity
—
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it is—
What you do here—
Example—
Main account templates page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business processDefine accounting policies › Develop chart of accounts strategy
Menu pathGeneral ledger › Chart of accounts › Accounts › Main account templates
Set up first—
Used next by—
Related pages—

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Main account templates1 screen

  1. Screen 1

    Create the main account template

    Go to General ledger > Chart of accounts > Accounts > Main account templates

    1. Select New
    2. Enter the template code and description
    3. On the General FastTab, set the main account type
    1Main account templateBEAT-EXP
    2DescriptionAtlas demo expense account template
    3Main account typeExpense
    Create the main account template (zoomed on the outlined fields)
    Show the full screenCreate the main account template
    page title tab to open what to set or check

Microsoft's steps

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Field guide

FieldWhat it meansWorked exampleTable column
Main account template—BEAT-EXP—
Description—Atlas demo expense account templateDescription
Main account type—Expense—

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Set up Main account templates——

Solution architect

5Design impact

Shared or per companyShared: the same records are used by every legal entity. Microsoft data model ↗
Can it be undone—
Feature or country—
If you change it later—

Technical architect

6Technical

Menu itemMainAccountTemplates Checked in Dynamics 365
FormMainAccountTemplates Checked in Dynamics 365
TableMainAccountTemplateShown as “Main account templates” in Record infoKey field: RecIdChecked in Dynamics 365
Data entities—
Who can open itPrivilegesMaintain main account templates MainAccountTemplatesMaintainView main account templates MainAccountTemplatesViewDutiesInquire into chart of account master LedgerChartOfAccountsInquireMaintain chart of accounts master LedgerChartOfAccountsMaintain
11 security rolesBudget clerk BudgetBudgetClerkBudget contributor BudgetBudgetContributorBudget manager BudgetBudgetManagerChief executive officer CompanyChiefExecutiveOfficerChief financial officer CompanyChiefFinancialOfficerAccounts receivable manager CustInvoiceAccountsReceivableManagerAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerAccounts payable manager VendInvoiceAccountsPayableManager
Checked in Dynamics 365
Actions on the pageOptions: Personalize, Page options, ShareChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=MainAccountTemplates
Integrate with—
Table definitionMainAccountTemplate columns and relations Microsoft data model ↗

Everyone

8Sources and checks