Customize the Acumatica Template

Customize the Acumatica template to match your chart of accounts, fiscal year, and reporting structure. These settings apply to the predefined data models, views, dashboards, workbooks, and writeback templates. Install the Acumatica template first, then apply the customization your reports need.

Customization	Purpose
Assign accounts to reporting codes	Assign accounts to the default codes used by financial KPIs.