Use a Template for creating a Transactions. You will find the list of Templates granted to you in the Templates screen.
You can know the Template type from the Type column in the List view.
To use a Template:
- Go to Transactions > Templates.
On the Templates screen, click
to the Template to use.
At times, the status of a Template may appear Inactive instead of Use This (as shown in the screen above). The Inactive status signifies that the Template is not activated by the Company.