How do I Create New Transaction Template?

Updated on November 16, 2016 05:13AM by Admin

Transaction Templates

You can create templates for transactions to load your entries to create a journal. You can use these templates on the journal creation page.

Steps to Create a New Transaction Template

  1. Log in and access Ledger App from your universal navigation menu bar. 
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  2. Click on “Settings” located in the app header bar.
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  3. Click on "Templates" from "Journal" drop down found at the left navigation panel.
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  4. Click on “Create” button. Fill in the following details:
    • Transaction Name – Name of transaction. 
    • Memo – A short description about transaction. 
    • Account – Search and select account number and account name from an existing list.
    • Account Type – It is auto populated from the account.
    • Dr./Cr. – Select option from drop down. 
    • Actions:
      • Add note – you can add notes to account.
      • Delete – you can delete the added account.
  5. Click on “New Entry” button to create a new entry. 
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  6. Click on “Create” button to Complete. 
  7. Now, the template has been created.
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