If we need to create multiple companies with similar settings, there is no need to configure each company individually. We will show you how to create a "template" that you can use as a starting point when setting up a new company.
Creating a template
First, we will create a new company. We do this via the Company Selection screen, where we choose "Create a new company":
The following dialog will appear:
Since we need the company to be empty without any sample data, we select "Create company".
We will name the company so that we can identify it as a template:
Confirm and wait for the new company to be created.
A setup wizard will then appear, directing you straight to the company settings:
In the settings, fill in all the required information. You can also pre-configure items such as document numbering via Document Series or Document Types, Posting Rules, Chart of Accounts, and more.
Saving the company
Once the company serving as a template is ready, you need to create a backup of it. This can be done via Company - Company Backup:
Then simply select the location where you want to save the company backup.
Restoring a new company from a database used as a template
All that remains is to restore the company from the saved backup and then rename it. You can restore the company from a backup by double-clicking the backup file, or by going back to the Company Selection screen and clicking the "Restore from backup" button.
In the name field, enter the actual name of the company you are currently creating and specify that it is a production company:
The company will now be created with the exact same settings you defined in the template, and you can simply configure any remaining items that were not pre-set in the template.