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Use the Template tab to define general information for transaction templates and to set the frequency at which to create transactions from the template.
Choose Setup > Transaction Templates. The application displays the Template tab in the Transaction Detail section by default.
Fields & buttons
(Required)
Enter up to 11 alphanumeric characters for the template ID. This ID is displayed in the drop-down list in the Template field in the Actions > Enter Transactions screen for transactions of the same type.
Enter up to 120 alphanumeric characters for the template description. This description is displayed in the drop-down list in the Template field in the Actions > Enter Transactions screen for transactions of the same type. Note that this description is not related to the Description field in the Transaction Detail section.
(Required)
Select the frequency at which to create transactions from this template. The fields in this tabbed page vary based on the frequency selected. Note that after you save a Last day of posting period or Scheduled template, you cannot change the type.
- (for journal entries only)
Accounting CS will automatically create a transaction on the last day of the posting period.
Recurrence date. Enter the date for the next transaction to be created. As the application creates transactions from the template, it increments the date in this field based on the frequency settings.
-
On demand templates are available for selection in the Template field in the Transaction Detail section of the Actions > Enter Transactions screen for transactions of the same type. (Journal entry templates are available when you select Journal entry as the transaction type; deposit templates are available when you select Deposit as the transaction type; payment templates are available when you select Payment as the transaction type.) This enables you to create transactions from the template at any time.
- (for deposits and payments only)
Scheduled templates are set up to create transactions on a specified calendar schedule. When you select this type, Accounting CS enables the fields in the Schedule tab.
Accounting CS
