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Customizing Templates

To ensure that all the client files your firm creates conform to your firm standards, you may want to create a firm template that users can base all their new files on. Creating a template can save hours of costly set up time for individual firm client files by providing a customized structure to base the client file on.

The first step in creating a template is to start with a file. Once created, the client file is then customized according to the firm's standards and needs:

When creating a Working Papers template for use across a wide range of clients, it is desirable to have a master chart of accounts. Working Papers has provided this by way of map numbers. The Mapping database permits the creation of a master chart of accounts that is common to all client files while still maintaining the client specific chart of accounts.

When linking the chart of accounts to CaseView documents, account mapping presets the financial statements by map number. Because the map number is independent of the client’s chart of accounts, account mapping ensures that a minimum amount of modification to the final financial statements is required.

Part of customizing the Working Papers template involves making any necessary modifications to the default Mapping database. You can also modify the default set of leadsheet numbers to ensure they conform to your firm standards. Leadsheet numbers are then assigned to map numbers in the Mapping database to complete the customization of the Working Papers template.

You can add whatever standard documents are needed for the template to the Document Manager prior to elevating the master file into a template. For more information on creating documents for your template, see Types of Automatic Documents.

In addition, Working Papers allows the use of XBRL tagging used in conjunction with map numbers to automate the process of creating exchangeable information from the client file in XBRL format. The XBRL setup should be done in the template to save having to reassign taxonomy elements to your client information for each individual client file. This can also save much time if your template includes CaseView documents that also need to be tagged with XBRL taxonomy elements so that the documents can be published as XBRL instance documents.

Once the customization is complete, the file is then elevated to template status.

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