To Create a Template
1. Accounting > Bank Accounts,
2. Vendor Payment Template (Submenu)
3. Click NEW
4. Enter the information for this payment, including how often it should recur
- Not Scheduled: It will never automatically recur. The user will need to POST the template to make a new Vendor Payment
- Other Recurrences: Will post automatically on the correct date. The Assigned user will recieve a task that this item has recurred. They will need to open the template to make the task complete.
To Post a Template Manually
1. Accounting > Bank Accounts.
2. Vendor Payment Templates (Sebmenu)
3. Click the blue POST link on the right
NEED MORE HELP? WATCH THIS VIDEO
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