Exporting and importing accounting templates

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When you first enable template-based accounting, 1C:Drive has no accounting templates yet and you need to create them.

Manually creating a set of accounting templates often takes significant time. To save time and effort, you can instead:

Load sample accounting templates.
Use this method if you want to quickly create a set of accounting templates recommended for your region.
Export accounting templates from another 1C:Drive copy to a file, and then import that file.
Use this method if you want to transfer a set of accounting templates from another 1C:Drive copy.

You can also load sample templates for the financial reports: Balance sheet, Profit and loss statement.

These methods are only available if both of the following conditions are met:

Template-based accounting is enabled (Use template based types of accounting is selected in Settings > Company).
You have administrator-level access rights.

Loading sample accounting entries templates

To load sample accounting templates:

Go to Accounting.
Click Import sample templates.
Go to Accounting templates tab.
Specify the type of entries you want to import:
- Simple. Each entry can have only one debit account and one credit account.
- Compound. Each entry can have one or several debit and credit accounts.
Optional: Select Save accounting entries templates with status Active.
If you select this checkbox, all accounting entries templates will be imported with Draft status, and then changed to Active status if possible.
Otherwise, all accounting entries templates will be imported with Draft status.
Optional: Select Generate accounting transaction templates with status.
If you select this checkbox, accounting transaction templates will be automatically generated from the imported accounting entries templates.
Note. Accounting transaction templates can only be generated from accounting entries templates that have Active status.
Optional: Set Generate accounting transaction templates with status to Draft or Active.
If you set this to Draft, all generated accounting transaction templates will have Draft status.
If you set this to Active, all generated accounting transaction templates will have Active status.
Click Import.

To load sample financial report templates:

Go to Accounting.
Click Import sample templates.
Go to Financial report templates tab.
Specify the type of entries you want to import:
- Simple. Each entry can have only one debit account and one credit account.
- Compound. Each entry can have one or several debit and credit accounts.
Click Import.

To export accounting templates to an XML exchange file:

Go to Accounting.
Click Import/export accounting templates from file.
Set Operation to Export.
Select Format version for the exchange file.
Note. It is recommended that you select the latest available version. However, it might not be compatible with earlier 1C:Drive releases, so use your discretion.
Specify File to export accounting entries template data to.
Optional: Select Export all associated data.
If you select this checkbox, additional information will be exported for each template, including all data about company, chart of accounts, and more. When you import these templates to another 1C:Drive infobase, this data will be used to create new companies, charts of accounts, etc, or to overwrite existing ones.
If you clear this checkbox, the exported template data will only include the key identifiers for company, chart of accounts, and more. If a record with matching identifiers is found in the target infobase, it will be specified in the imported template. No new companies, charts of accounts, etc, will be created.
Note. To learn more about key identifiers for 1C:Drive objects, read this FAQ article.
Optional: If you want to export only some of the available templates, click Accounting entries templates and select a chart of accounts.
A list of accounting templates available in your 1C:Drive copy for this chart of accounts will be displayed, grouped by document type. Select the templates you want to export to XML file.
Click Export.

To import accounting templates from an XML exchange file:

Go to Accounting.
Click Import/export accounting templates from file.
Set Operation to Import.
Specify File to import accounting entries template data from.
Note. Check Supported format versions and make sure that your file's format version is listed. Otherwise, you will not be able to import the file.
For example, if the supported format versions are 1.1 and 1.2, you can import version 1.2 but not 1.3.
Optional: Select Save accounting entries templates with status Active.
If you select this checkbox, all accounting entries templates will be imported with Draft status, and then changed to Active status if possible.
Otherwise, all accounting entries templates will be imported with Draft status.
Optional: Select Generate accounting transaction templates with status.
If you select this checkbox, accounting transaction templates will be automatically generated from the imported accounting entries templates.
Note. Accounting transaction templates can only be generated from accounting entries templates that have Active status.
Optional: Set Generate accounting transaction templates with status to Draft or Active.
If you set this to Draft, all generated accounting transaction templates will have Draft status.
If you set this to Active, all generated accounting transaction templates will have Active status.
Click Import.

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