Using transaction templates to create journal entry, deposit, and payment transactions

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

  1. Choose Actions > Enter Transactions.
  2. In the Type field in the Transaction Detail section, select the appropriate transaction type.
  3. In the Template field, select the appropriate template. The drop-down list includes all transaction templates of the same transaction type that were set up in the Setup > Transaction Templates screen with an On demand frequency.
  4. Enter information in any applicable blank fields, and/or modify any information that was entered from the template record.
  5. In each of the fields and tabbed pages, enter data to complete the transaction record.
  6. Click Enter to save the transaction.

See also: Setting up and using transaction templates

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