TABLE OF CONTENTS
Description
Users can create re-usable templates for Journals, Bills, and Invoices. 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.
Templates can be used to create Recurring Documents
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.
