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Use the Rapid tab of the Payable Templates screen to enter multiple accounts payable templates in a quick-entry mode. As you press the TAB key to move through the fields in this tab, the application retains the selections for most fields, so you don't need to re-enter the information for the next transaction.
Choose Setup > Payable Templates and then click the Rapid tab.
Fields & buttons
Press the TAB key to move through the fields in this grid. When you TAB through a blank distribution row, the application creates a new record.
Click the plus sign (+) to the left of a transaction to display the Distributions grid for that transaction.
- Template ID. (Required) Enter up to 11 characters to use for this template. For on demand templates, this Template ID will be available for selection in the Template field in the Enter Payables > Rapid tab and in the Temp/Amort field in the Enter Payables > Detail tab.
- Description. Enter up to 50 characters to use as the description for this template.
- Template type. (Required) Select the applicable template type.
- Select Scheduled to have the application automatically create transactions from this template on a specific schedule, and then enter the schedule details in the Detail tab.
- Select On demand to make this template available for selection in the Enter Payables screen for you to create transactions from this template at any time.
- Recurs. (For Scheduled template types only) Select the frequency at which to create transactions from this template.
- Vendor ID. (Required) Select the vendor to use for transactions created from this template, or add one on the fly. The drop-down list includes all 1099 and trade vendors that are set up in the Setup > Vendors screen. When you select an ID, the application automatically enters the corresponding name in the Name field.
Note: The application automatically enters information from the vendor record in many of the fields, including the address, payment term, AP account, PO number, memo, and any distributions.
- Type. (Required) Select the AP transaction type - Payable or Credit memo - for transactions created from this template.
- Reference. Enter the reference (up to 16 alphanumeric characters) to use for transactions created from this template.
- Amount. Enter the transaction amount. If the amount will vary for each transaction created from this template, leave this field blank and enter the amount on the created transaction.
- Payment Term. Select a payment term to use for transactions created from this template, or add one on the fly.
- AP Account. (Required) Select the applicable GL account for transactions created from this template, or add one on the fly.
- Notes. If you enter any notes in the Detail tab, the application displays a Note icon for the template.
By default, the Distributions grid is collapsed for all transactions. Click the plus sign (+) to the left of any transaction to display additional details for that transaction.
- Account. Select the appropriate account for each distribution.
- Account Description. The application automatically enters the description that corresponds with the selected account number.
- Description. The application automatically enters the distribution description from the vendor record, but you can override that description if necessary.
- Gross. Displays the gross amount for the transactions created from this template.
- 1099. (For payables only) If you set up a default distribution for the vendor, the application automatically enters the applicable 1099 information for you. You can select a different 1099 if necessary.