Question

Differences in Company templates

  • 4 December 2021
  • 1 reply
  • 93 views

Userlevel 4
Badge +6

Hi Team,


What are the noticeable differences between various standard company templates?
I have noticed account type descriptions and available currencies are different.


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1 reply

Userlevel 7
Badge +18

Hi, 

Company templates are created to establish localized basic data / system set up suggestion on a country by country basis.  For example The Swedish template will be very different from a US template, The countries have different needs. 

If we have single standalone company - not part of a corporate structure, we would typically set up a company based on a local company template (assuming one is available).  

You can see what’s in a company template by going into the company templates screen and navigating to the details. 

If we are creating a company that is part of a larger corporate structure, then we may choose a different create company process and may decide to copy an existing company set up.

Many things do into that decision, so I’m not saying do x or y, You may do x or y depending on needs.  

Best Regards, 

Thomas