Entering Template Vouchers

In this topic, you will learn how to create templates and use them for recurring vouchers.

Steps:

1. Click the Main Menu button.

   Step 1

2. Click the Accounts Payable menu.

   Step 2

3. Click the Vouchers menu.

   Step 3

4. Click the Add/Update menu.

   Step 4

5. Click the Regular Entry menu.

   Step 5

6. Click the Voucher Style list.

   Step 6

7. Click the Template Voucher list item.

   Step 7

8. Click the Look up Short Supplier Name (Alt+5) button.

   Step 8

9. Click the ALLWASTE SERVICES INC link.

   Step 9

10. Enter the desired information into the Invoice Date field.

     

    Enter "10012014".

    Step 10

11. Enter the desired information into the Gross Invoice Amount field.

     

    Enter "5960.00".

    Step 11

12. Click the Add button.

    Step 12

13. Use the scrollbar to view additional information on the page.

    Step 13

14. Click the Template link.

    Step 14

15. Enter the desired information into the Template ID field.

     

    Enter "WASTEDISP".

    Step 15

16. Enter the desired information into the Description field.

     

    Enter "Waste Disposal Template".

    Step 16

17. Click the OK button.

    Step 17

18. Use the scrollbar to view additional information on the page.

    Step 18

19. Since this is a template, it is important to make sure the GL chart strings are accurate and appropriate for this type of transaction.

    Step 19

20. Click the Save button.

    Step 20

21. Notice that a Voucher ID has been created for this template.

    Step 21

22. Click the Regular Entry menu.

    Step 22

23. Enter the desired information into the Supplier ID field.

     

    Enter "C000000061".

    Step 23

24. Click the Add button.

    Step 24

25. Click the Expand section button.

    Step 25

26. Click the Copy From list.

    Step 26

27. Click the Template list item.

    Step 27

28. Click the Go link.

    Step 28

29. Make sure the Template ID is filled with the correct template.

    Step 29

30. Click the Copy from template button.

    Step 30

31. Enter the desired information into the Invoice No field.

     

    Enter "2964812012014".

    Step 31

32. Enter the desired information into the Invoice Date field.

     

    Enter "11062014".

    Step 32

33. Notice that the Line Amount has been prefilled by the template.

    Step 33

34. Notice that the GL Chart has been prefilled from the template.

    Step 34

35. Click the Save button.

    Step 35

36. Notice that Voucher ID has been assigned to this transaction.

    Step 36

Congratulations, you have successfully learned how to enter template vouchers.

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