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Question

IFS Apps 8 Finance Basic Data Template

  • August 10, 2026
  • 3 replies
  • 22 views

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Is there any basic data template for financial please let me know ?

 

3 replies

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Hi, 

Not fully understanding the question, finance basic data template. 

In IFS we have a concept of company template. The company template has a very large amount of finance basic data. This includes (not limited to), accounts, account groups, account types, posting control, payment terms, accounting periods, voucher types, etc.  It’s a very large list.  Many people consider this as basic data. 

Yes, the templates have existed in apps 8 and older. We use the template concept in Cloud as well. 

Hope this helps. 

Best regards, 

Thomas


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  • Author
  • Do Gooder (Customer)
  • August 10, 2026

Hi, 

Not fully understanding the question, finance basic data template. 

In IFS we have a concept of company template. The company template has a very large amount of finance basic data. This includes (not limited to), accounts, account groups, account types, posting control, payment terms, accounting periods, voucher types, etc.  It’s a very large list.  Many people consider this as basic data. 

Yes, the templates have existed in apps 8 and older. We use the template concept in Cloud as well. 

Hope this helps. 

Best regards, 

Thomas

Thank you for reach out this question & Also know may i get have templates which you have mentioned?

Best Regards,
Devansh Joshi


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Hi, 

Every version has templates.  Your existing finance company, originated from a company template if you trace back.  For example, Company X may have a source of another company Y, but that other company Y came from a template. 

You can copy company templates or even create your own. 

What are you looking to do?  

 

Best regards, 

Thomas