Index

Saving a creditor template

You can save common/recurring transactions as templates by using a 'Save Invoice as Template' function within the Creditor invoice screen.

Add your creditor invoice, then click on 'Save Invoice as Template'.

You can only create creditor invoice templates for general ledger items, you cannot save templates for disbursements.

The creditor invoice template screen will replicate what you have entered in the transaction. If you would like to edit these details, just press the triangle.

If the payment amount changes each month, you may wish to change the amount to $0. You can then enter the correct amount when doing the next transaction.

The description can also be changed as needed.

When you next enter a creditor invoice for that particular creditor, you will be able to select the template you created. Once selected, fill in appropriate details; description, date and amount.

Saving a creditor template

The online help was created with Dr.Explain