Templates can be used for common Payments and Purchases Transactions and for Receipt and Deposit Transactions. To select a template you have already created, click the Use Template button in the lower right corner of the Payments and Purchases dialog or the Receipts and Deposits dialog. To create a new template, see Name Template in the Screen References section of this manual.

Select template

Select the template you wish to use and click the Load button.

Delete Template

Select the template(s) you wish to remove and click the Delete button.