Creating Journal Entry Templates

Updated by Vanessa Borges

Creating a Template

Note: You must complete all required fields before creating a template.
  1. After creating a Journal Entry, click Save as Template.
  2. Enter a Template Name.
  3. Click Save.

To use an existing template:

  1. Click Use Template.
  1. Use the drop down box to choose your template.
  1. Click Apply.

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