Transaction templates enable you to post frequently-entered transactions quickly and easily.
A transaction template saves standard information about common transactions, such as accounts and descriptions, to an easy-to-apply form.
Once you create a transaction template, you can easily use it to generate a transaction to save or post, saving time and reducing the possibility of errors.
To apply a transaction template:
1. Select Templates from the Write Up menu to open the Transaction Templates screen.
The Transaction Templates screen displays an existing template.
2. Select an existing template from the list available from the Templates button to open it, if necessary.
The selected template appears. The available columns vary, depending on the Journal. All of the fields on the template can be edited except the Journal field.
3. Specify a date for the transaction in the Transaction Date field.
By default, the field displays the first day of the current open period, but you can change this as necessary.
4. Verify that the existing information in the template applies to the transaction you are posting, and enter any additional information, such as a customer in the Customer column or an amount in the Credit (Debit) column, as necessary.
If necessary, you can delete individual lines using the red X at the end of each row of the table.
5. Click Apply to apply the template and post the transaction automatically to the appropriate journal.
The transaction is posted and the screen clears to display the unchanged template.
Note: You can click Save to save the changes you made as updates to the template. Alternatively, you can click Delete to delete an unneeded template entirely.
You can review the transaction you posted using the template from the Edit Transaction screen.