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Document Template; Journals, Invoices, and Bills

Geoff Ostrega avatar
Written by Geoff Ostrega
Updated today

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.

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.

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