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Administrator Guide
Last Updated: 2026-03-13
Create Workbook Template Definitions for Basic Account Certification

Create Workbook Template Definitions for Basic Account Certification

Security:
  • Security:
    Set Up Account Reconciliation Template
     domain with the security group type of
    Unconstrained Groups
     in the Financial Accounting functional area.
  • Drive
     in the System functional area.
If you don't already use basic account certification, we recommend that you explore the Account Reconciliation feature. We don't plan to enhance basic account certification in future releases. See Setup Considerations: Account Reconciliation.
You can create template definitions for basic account certification to reuse existing names of workbooks and sheets when you create new basic account certification workbooks.
  1. Access the
    Create Workbook Template Definition for Basic Account Certification
     task.
  2. As you complete the task, consider:
    Option Description
    Name
    The name you enter displays for selection in prompts only when selecting a template. It doesn’t display in the final workbook that you generate from the template definition.
    Sheet Name
    Add a sheet name to your plan template definition.
    Template definitions must include at least 1 reconciliation entry sheet.
  3. Click
    OK
     and then
    Done
    .
You’ve created a template definition for basic account certification that is now available for selection when you create a basic account certification.
Use the
Edit Workbook Template Definition for Basic Account Certification
 task to maintain or reuse your reconciliation template definition.