What Is an Attribute Template?

An attribute template is a user-defined group of one or more attributes and field values. It provides a quick way to assign multiple attribute values to a group of attributes within an account or accounting unit to consistently add identical values to these same object types.

You can modify the values provided by the template once they have been added. However, if you change an attribute in a template, Chart of Accounts (GL00.1) and Accounting Units-Accounts (GL20.1) are not automatically updated. You must re-apply the template. If you already have attributes assigned, the template does not override any previously defined attribute values. The template is an addition to any existing attributes.