Index

Cheque Templates

General ledger withdrawals that occur a few times a month or even just once a month can be created as a cheque template, thus saving data entry time.

The option E/M Cheque templates if found under the General menu: General>Withdrawals>E/M Cheque Templates.

Once you have clicked the + button shown above, you will need to enter the relevant account codes.

If you have more than one line to add, you just press the + button again and repeat. If you do add extra lines your template will look like the example below:

Now that you have added the cheque template, it is available for use with your next Withdrawal.

Navigate to the General menu>Withdrawals, then choose your type of Withdrawal.

Select your bank account, then Add Withdrawal.

The transaction will open with all the details you have entered in the template.

Please note you can create templates with $0 amounts for those transactions that occur regularly, but do not have a fixed cost.

The template will still be helpful in linking to correct account codes and tax codes. Amounts can be filled in as needed.

Cheque Templates

The online help was created with Dr.Explain