An idea, if possible, is to copy the time record from another company, meaning that when establishing a new company, I make a set of settings and modifications in the chart of accounts and other establishments, as well as the default templates.
Honestly it is not at all clear what you are suggesting. Can you please elaborate ideally wiih screenshots and examples of what you are looking for.
When creating a new company, I find that the program makes some settings automatically, as is the picture. Of course, I do other settings, such as modifying the chart of accounts and the default templates for invoices, for example, as well as custom fields, etc. Is it possible to copy all the settings from my company to another company? I hope I have made the idea clear.
You can duplicate (Backup and add business - Import business) your business, excluding history, attachments, and emails. Afterward, perform a batch delete of all transactions. This should help you achieve the desired outcome, I believe.
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This is what I actually do now, but if we assume that I do some of the settings and not all of them every time
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This is clearer and @Mahfuzur_Rahman gave the right instructions and the forum has more detailed ones. He just added to use the backup feature each business has.
A bit more instruction here:
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Once you creatd the backup you need to import it as a business and name it for example template. Renaming is done by clicking RENAME next to the business name of the backup in the summary page
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If therr have already been unwanted transactions you can use bulk delete for payments, receipts, invoices, bank and cash accounts, etc. as suggested, until all is as you want.
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You should then backup this clean Business again but deselect as suggested: history, attachments and emails. Once the backup is made store it in a safe place and use it whenever you need to create a new business.
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Imagine with me that the history has a box called Recover previous settings, and when you click on it, it makes a group of settings. Of course, this is just an idea. I wish everyone success. Thank you for your interest.
How would the program know which previous settings you were referring to? You might have many businesses. And within each business, you might’ve changed settings many times. That really does not seem like a workable concept.
That is not what the history function is about. It is about a complete audit trail of all actions taken in the program. It allows you to undo any of these actions and sometimes it automatically will collate a whole bunch for example when erroneously importing a bank statement. As @Tut already indicated how would the history be able to guess what futher needs to be undone without user input?