Creating New Template

Steps

1.	Select the relevant section that you would like to create a template for eg; Creditors Payments
2.	Click New Record
3.	Click on the Type drop down list and select Template
	Description - of the transaction. Type in appropriate details
	Repeating Every - type in number and select Days or Month from the list box - e.g. repeat every second week - 14 days
	Next Posting process. *Automatic Transactions* This field is updated every time a new form is created from the - date for the creation of a new form.
	Valid To - enter appropriate ending date
3.	Complete the rest of the form as detailed previously. (Refer to Data Entry Form Defined)
4.	Click on Save icon.