Transaction templates list for journal entries
Related information
Related topics
Transaction templates provide a simplified method for users to enter journal transactions. Because each template defines the journal and accounts to be used for the transaction, users need only enter amounts and post the transaction.
The Transaction templates list has 2 functions:
- Template designers can use the Transaction Template page to create a new transaction template or edit an existing one.
- Users can add a new transaction based on a template, or display a list of posted transactions.
To view a list of transaction templates, go to General Ledger > Setup > More > Transaction templates.
This list supports the enhanced lists interface. Learn more about using enhanced lists.
Field descriptions
The following table describes each field on the Transaction templates list.
| Field | Description |
|---|---|
|
Template ID |
The name of the template you entered into the Transaction Template page when you created this template. |
|
Description |
The description you entered into the Transaction Template page when you created this template. |
|
Journal ID |
All transactions created with this template are posted to this journal. |
|
Transactions |
Go to the Posted Templates page, where you can verify that a transaction has been posted, and also edit and delete existing transactions. |
| Field | Description |
|---|---|
|
Edit |
Display the Transaction Template page. Transaction template designers use this page to define the operation of a template. You can determine to which journal and account transactions based on this template will post. You can also determine if there will be a department, location, or both, and - if so - whether the user chooses them. |
|
View |
Display the Transaction Template page, where you can view but not edit the information. |
|
Template ID |
The name of the template you entered into the Transaction Template page when you created this template. |
|
Description |
The description you entered into the Transaction Template page when you created this template. |
|
Journal |
All transactions created with this template are posted to this journal. |
|
New |
Go to the Post Template page to create and post a new transaction based on this template. |
|
Transactions |
Go to the Posted Templates page, where you can verify that a transaction has been posted, and also edit and delete existing transactions. |
|
Delete |
If you're a template designer, select to remove this template from Intacct. You cannot delete a template that has been used in transactions unless you first delete all the transactions. |
|
Add |
If you're a template designer, lets you create a new template. |
|
Done |
Close this page and return to the previous page. |
