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.
Next Step
Creating a Transaction

Browser not supported