658 B
Executable File
658 B
Executable File
To create new templates:
- Make sure that you have flagged Show Full Accounting Features on your user, and that the user belongs to the Billing Manager group.
- Go to Invoicing / Configuration / Accounting / Journal Entry Templates and define there your templates. You can choose to complete a line using a defined formula, based on other lines, or by requiring user input.
To use an existing template:
- Go to Invoicing / Accounting / Actions / Create Entry from Template
- Select one of the available templates.
- Complete the entries according to the template and click on the button Generate Journal Entry.