Document Templates

Document Templates are pre-designed forms or formats that help streamline various accounting and financial processes. These templates serve as a starting point for creating consistent and accurate documents.

Note

To view the legacy version, please select Legacy User Guide.

How to view Document Templates

Viewing Document Templates

As per Generic Navigation options, either from left-hand navigation panel, expand Settings and select Document templates from the Document folder or enter Document templates in the Search option.

This will then show the Document templates on the system where normal customisation of Sets can be used.

Tip

To modify the columns displayed, select option on the right of the column display, then tick/untick the information you want to hide or display.

How to create Document Templates.

Create a Document Template

  1. Select Document Templates from one of the options as shown above in Viewing Document Templates.

  2. Select New.

  3. Select a document template, then select Create.

  4. Enter the resulting fields depending on the document type selected.

    e.g. for a Purchase invoice: Direct template -

    If Custom data access control has been set-up in Environment Defaults ...

    ... then the Custom data access control attribute will show in the header of the document.

    e.g. for a Cash purchase template -

  5. Select Create to save the new document_template.

How to Import Document Templates

Importing Document Templates

  1. Select Document Templates from one of the options as shown above in Viewing Document Templates.

  2. Select Document templates import from the option.

  3. Enter the filename to Import.

  4. Select Submit.

    Selecting Queue from the dropdown option will queue the import process until other actions in iplicit are completed.

    Warning

    iplicit allows a maximum of 5,000 rows in a single Import.

    If your Import is too large, an error message will tell you that the Import cannot be processed and will advise you to create smaller Import files.

    If the latter is not possible, please contact Customer support.

How to Import Manual Journal Templates

Importing Manual Journal templates

  1. Select Document Templates from one of the options as shown above in Viewing Document Templates.

  2. Select Manual Journal templates import from the option.

  3. Enter the filename to Import.

  4. Select Submit.

    Selecting Queue from the dropdown option will queue the import process until other actions in iplicit are completed.

    Warning

    iplicit allows a maximum of 5,000 rows in a single Import.

    If your Import is too large, an error message will tell you that the Import cannot be processed and will advise you to create smaller Import files.

    If the latter is not possible, please contact Customer support.


Updated September 2026