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.

How to view Document Templates

Viewing Document Templates

Select Document / Document Templates from the Settings section of the pulse menu -

Note

This is an example screen shot of the pulse menu.

Position of the menu items within pulse will vary according to available options and dependant on personal screen resolution.

or enter Document Templates in the Quick Launch Side Menu.

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 in the top right of the page, then tick/untick the information you want to see or not.

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. Press 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 -

   

5. Press Create to save the new document_template.

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Updated June 2024