What Are Templates and How to Create One

How to Access Templates

1. From the left-hand menu, navigate to the Templates section.
2. Here, you’ll find Balabook’s default template, which you can use when creating new companies.

How to Create a New Template

1. Click the Add Template button at the top-left corner.
2. Enter a name and description for your template.
3. Download the sample file provided.
4. Edit the file by adding your own data, such as:
   
   • Chart of accounts
   • Account subcategories
   • Additional VAT codes
5. Upload the completed file by dragging and dropping it into the designated area.
6. Click Save to create your template.

Once saved, your new template will be available for selection when creating new companies.

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