Using transaction templates to create payable and credit memo transactions

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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.

When you set up an on demand transaction template in the Setup > Payable Templates screen, you can select that template at any time to have Accounting CS create a payable or credit memo using the information in the template record as default information for the transaction.

  1. Choose Actions > Enter Payables.
  2. In either of the following fields, select the template to use to create a transaction. The drop-down lists in these fields include all templates that were set up in the Setup > Payable Templates screen with an On demand frequency.
    • Temp/Amort field in the Detail tab.
    • Template field in the Rapid tab.

      Note: To display this field, you must clear the Hide Column checkbox for the Template entry field in the Edit > Options dialog.

  3. Accounting CS enters default information from the template. Enter information in any applicable blank fields, and/or modify any information that was entered from the template record.
  4. Click Enter to save the transaction.

Related topics

Accounts payable process workflow

Setting up and using transaction templates

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