Using transaction templates to create journal entry transactions

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Our Support department is closed on Friday, April 28th for a company event. However, limited Workpapers CS phone support is available on that date from 9 AM - 5 PM ET.

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 Workpapers CS create a journal entry using the information in the template record as default information for the transaction.

  1. Choose Actions > Enter Transactions.
  2. In the Template field in the Transaction Detail section, select the appropriate template. The drop-down list includes all journal entry templates that were set up in the Setup > Transaction Templates screen with an On demand frequency.
  3. In each of the fields and tabbed pages, enter data to complete the transaction record.
  4. Click Enter to save the transaction.

See also: Setting up and using transaction templates

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