Setting up payable and credit memo transaction templates

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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.

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.

Related topics

Using transaction templates to create payable and credit memo transactions

Entering AP payables and credit memos

Accounts payable setup workflow

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