Templates

Overview

Templates allow commonly-used or recurring records to be stored in the database for easy re-use. Available template types are currently:

• Orders/Invoices
• Bills

Both of which can be copied from manually, or configured to run on a scheduled basis.

Common Tasks

Accessing Records

• HOWTO: Search for Templates

Creating and Modifying Records

• HOWTO: Create a New Template

Operational Tasks

• HOWTO: Configure an Automatic (Scheduled) Template

Best Practices

• Data Entry Standards