Transaction Templates > Schedule tab

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

Use the Schedule tab to set up a deposit or payment template that creates transactions on a specific schedule.

Choose Setup > Transaction Templates. Select the appropriate transaction type (Deposit or Payment) from the Type field in the Transaction Detail section. In the Template tab, select Scheduled from the Type field, and then click the Schedule tab.

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Related topics

Setting up and using transaction templates

Setting up scheduled deposit or payment transactions

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