Using Templates

If you have some transactions that have similar or the same content each time (e.g. expense claims for the same journey each week) then you can save typing by saving your entries as a 'Template'. Enter the data that you want in your template into the entry form in the usual way, then click the 'Save as Template' button at the bottom of the screen at which point you will be asked to name your template. When you next want to use that template to start a transaction simply click 'Choose Template' rather than 'Start Item' from the top right of the screen and then click on the template you want to use. You can also edit or delete the template from this screen.

tip

Template are stored separately for each individual user of FinanSys Apps, so your templates will only be visible to you.