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  Template Transactions


Not available in the Startup Kit version of Business Accountz.

This labour-saving feature enables you to quickly enter regularly occurring transactions.

These can be created for Sales, Purchases and Transfers.

You can create a “template transaction”, a pre-defined transaction containing every necessary detail about your entry, except, (usually), Total Amount.

The next time you come to enter this transaction in the Transfer Transactions component, (eg. paying money from your bank account to your cash account), instead of having to create a completely new transaction and fill in all the fields in the transaction line, all you need do is choose your template transaction from the template selector, (a drop-down list available on the toolbar), and the transaction will be inserted into the table with just the Tax Date and Total Amount fields remaining to be completed.

These can also be created in the Sales and Purchases areas by creating Template Sales and Template Purchases. Types of sales that you frequently record can be selected from a drop-down menu.

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template transactions screenshot
template transactions screenshot