Prioritize Automatic Transaction Templates dialog

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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 Prioritize Automatic Transaction Templates dialog to specify the order in which the application should create transactions that are set up to be created from templates with the Automatic frequency.

In the Template tab of the Setup > Transaction Templates screen, click the Prioritize Automatic Transaction Templates link.

Note: The Prioritize Automatic Transaction Templates link is available only for saved transaction templates that are set up with an Automatic frequency.

To change the order of the templates listed in the grid, select the template you want to move by clicking the blank column to the left of the Template ID column for that template, and then use the arrow Down arrow button Up arrow button buttons to place it in the desired position.

See also: Setting up automatic journal entry transaction templates

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