Setting up accounts payable transaction templates using the Rapid tab

Alerts and notices
  1. Choose Setup > Payable Templates. The Rapid tab is displayed by default.
  2. In an empty row in the grid, enter an ID and description for this template.
  3. In the Template Type field, select either On demand or Scheduled.
  4. In the Vendor ID field, select the appropriate vendor or add one on the fly. The application automatically enters the corresponding vendor name in the Vendor field.
  5. In the Type field, select the type of transaction that will be created from this template - Payable or Credit memo.
  6. For the following fields, if all transactions created from this template will use the same information, enter or select that information. Otherwise, leave the field blank and enter that information for each transaction created from this template.
    • Reference. Enter the transaction reference.
    • Amount. Enter the transaction amount.
    • Payment Term. Select the applicable payment term or add one on the fly.
  7. In the AP Account field, select the appropriate GL account or add one on the fly.
  8. Use the Distributions grid to distribute the transaction to one or more GL accounts. For each distribution, select the GL account, enter an amount, and if applicable, select a 1099 item.
  9. To add additional transaction details, including notes, memos, and schedule details, click the Detail tab.

    Note: If you enter any notes for this template in the Detail tab, the application displays a Note icon in the corresponding Notes column in the Rapid tab.

  10. Click Enter to save the template.

Related topics

Setting up accounts payable transaction templates using the Detail tab

Using transaction templates to create payable and credit memo transactions

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