How do I Create New Transaction Template?

Transaction Templates

You can create templates for transactions to load your entries to create a journal. You can use these templates on the journal creation page.

Steps to Create a New Transaction Template

1. Log in and access Ledger App from your universal navigation menu bar. 
   
2. Click on “Settings” located in the app header bar.
   
3. Click on "Templates" from "Journal" drop down found at the left navigation panel.
   
4. Click on “Create” button. Fill in the following details:
   • Transaction Name – Name of transaction. 
   • Memo – A short description about transaction. 
   • Account – Search and select account number and account name from an existing list.
   • Account Type – It is auto populated from the account.
   • Dr./Cr. – Select option from drop down. 
   • Actions:
     • Add note – you can add notes to account.
     • Delete – you can delete the added account.
5. Click on “New Entry” button to create a new entry. 
   
6. Click on “Create” button to Complete. 
7. Now, the template has been created.
   

Related Links

• Create New Journal