Description
All fields in the template can be used to input desired data values except for date fields (i.e. transaction date, posting date, etc). A common use case is for Payroll Journals. If you have a Journal with the same set of journal lines that are leveraged often, creating a template can speed up creation of journals for your team.
Please note, when a created template is leveraged to create a new document (Journal, Bill, Invoice), all data present in document fields can be overwritten.
Note: Templates are what are used when creating any kind of recurring document, such as recurring Journal Entries each month off of a specific template.
How To
Journals
1. Create New Template from scratch
Navigate to Financial > Journals
Click on the Journal Templates page on the top green banner
Click on +NEW icon to create a new template
Or click on the three stacked dots icon to edit an existing template
2. Create New Template from an existing Journal
Navigate to a desired Journal Entry and click into Journal Detail
Click on the third icon (marked below) to create a template based on an existing journal.
Note: AR Invoices & AP Bills follow the same logic shared above, with each creating their respective Documents in Created level type status.