Setting up payable and credit memo transaction templates

You can create templates for payable and credit memo transactions in the

Setup > Payable Templates

screen. You can set up these templates to create transactions on an as-needed basis (on demand) or specify a schedule.

You can set up AP transaction templates in 2 ways on the

Payable Templates

screen.

Use the Rapid tab
to quickly set up templates in a grid view.

Use the Detail tab
to enter detailed template information and to set up scheduled templates.

This article applies to: