Templates and Recurring Transactions

Templates and Recurring Transactions

Templates and Recurring Transactions

Reading Time: 2 minutes

FastAccounts offers two types of templates to help users save time when dealing with transactions with the same information. The first type is a regular template, which users can create and save for future use. The second type is a recurring transaction, which users can schedule to be automatically added into their account on specific dates.

To create a regular template, users can enter the transaction data and then press “Approve and close” to save it as a template for future use. The templates can be accessed from the main listing page of each module.

For recurring transactions, users can click on the “Recurring” option and set a schedule for the transaction to be automatically added to their account.

Templates are available for the following transactions:

  • Journals (JN)
  • Bank Payments (EP)
  • Bank Receipts (IR)
  • Bank Transfers (TRI)
  • Sales Invoice (SI)
  • Sales Credit (SC)
  • Supplier Bill (VI)
  • Bill Credit (VC)

By using templates, users can quickly create transactions with the same information without having to manually enter the data each time.

How to Enable Templates :

Users can decide which module templates they would like to enable.

  • To enable templates, users can:
  • Click on the gear icon.
  • Choose “Smart Settings.”
  • Go to the “Template / Draft” section.
  • Check the modules where templates are required.

User Rights:

FastAccounts provides very detailed rules and rights for users.

A separate right for templates is added in User Roles for each module, giving users complete control over which users can access templates.

How to Use Templates:

Go to the main listing page of the relevant module and click on the “Templates” option.

Record the transaction data and give the template a name.

Decide whether to save the template only, or to approve it, which creates a transaction and saves the template.