Setting up payable and credit memo transaction templates

Alerts and notices

Accounting CS enables you to create templates for payable and credit memo transactions in the Setup > Payable Templates screen. You can set up these templates to create transactions on an as-needed basis (on demand) or on a specific schedule. The Payable Templates screen offers two ways to set up AP transaction templates.

  • Use the Rapid tab to quickly set up templates in a grid view.
  • Use the Detail tab to enter detailed template information and to set up scheduled templates.

Related topics

Using transaction templates to create payable and credit memo transactions

Entering AP payables and credit memos

Accounts payable setup workflow