Document Type Templates

Document Type 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 Type Templates.

Viewing Document Type Templates

Select Document / Document Type 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 Type Templates in the Quick Launch Side Menu.

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

Tip

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

How to view individual Document Type Template

Viewing individual Document Type Template

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

  2. Select and open a Document Type Template.

    Flags:

    • Accrual: If ticked, related Document type(s) will be available for accruals.
    • Auto-reversing: If ticked, related Document type(s) will be available to be auto reversed.
    • Back to back: If ticked, related Document type(s) will be available for Back-to-back orders.
    • CB: If ticked, related Document type(s) will populate the Cash book.
    • Charge: If ticked, related Document type(s) are available for charge documents.
    • Contra: If ticked, related Document type(s) will populate the Cash book.
    • Credit entry: Unless credit entry is ticked, debit entry will be enforced.
    • Credit note: If ticked, related Document type(s) will be treated as credit notes.
    • Disbursement: If ticked, related Document type(s) can be used for the Sale Disbursement of selected purchases & expenses.
    • Deferred: If ticked, for this template to be used for Prepayments or Deferred income.
    • Deposit: If ticked, related Document type(s) will be available for deposit creation.
    • Due date: Has due date & payment terms.
    • Elimination: If ticked, all document lines created using related Document type(s) will be treated as Interco eliminations.
    • FA: If ticked, this Document type(s) is available for Fixed Assets.
    • FX: If ticked, related Document type(s) are available Foreign Exchange (FX) corrections. It allows a base amount correction without a currency amount. Skips any currency rate calculations.
    • GL: If ticked, related Document type(s) will populate the GL.
    • Interco: If ticked, related Document type(s) are available for Interco movements.
    • Loan: If ticked, related Document type(s) are available for Loans.
    • Outstandings: If ticked, related Document type(s) will populate outstanding balances (e.g. Sales & Purchase Invoices).
    • Penny difference: If ticked, related Document type(s) are available for Penny difference documents.
    • Period end: If ticked, related Document type(s) are available for Period end movements (e.g. accruals).
    • Proforma: If ticked, related Document type(s) are available for Proforma movements (e.g. payment in advance for Purchase Orders).
    • Purchase: If ticked, related Document type(s) are available for Purchase documents.
    • Refund: If ticked, related Document type(s) are available for Refunds.
    • Reversal: If ticked, related Document type(s) are available for Reversals.
    • Sale: If ticked, related Document type(s) are available for Sale documents.
    • Schedule: If ticked, related Document type(s) are available for bill scheduling.
    • Stock: If ticked, related Document type(s) are available to populate stock levels.
    • Timesheet: If ticked, related Document type(s) are available for timesheet related documents (e.g. Self billing Purchase Invoices).
    • Withholding: If ticked, related Document type(s) can be used in the Withholding Tax process.
    • Write off: If ticked, related Document type(s) are available for Write Off.
    • Multico: If ticked, related Document type(s) are available for Multico movements.

    Multipliers:

    • Control: Debtor or Creditor control sub ledger will be populated.
    • Bank: Cashbook.
    • Other: Income / Expense / Tax.

    Restricted actions:

    • Abandon: When ticked, users cannot abandon (discard) documents of this type.
    • Correction Period: When ticked, users cannot apply a correction period for documents of this type.
    • Correction Posting Attributes: When ticked, users cannot perform correction posting attributes for this doc type.
    • Correction Unpost: When ticked, users cannot unpost (reverse) corrections for this doc type.
    • Create: When ticked, users cannot create documents of this type.
    • Dispute: When ticked, users cannot dispute documents of this type.
    • Edit: When ticked, users cannot edit documents of this type.
    • Posted Amend: When ticked, users cannot amend posted documents of this type.
    • Reallocate: When ticked, users cannot reallocate transactions for this doc type.
    • Reverse: When ticked, users cannot reverse documents of this type.
    • Submit: When ticked, users cannot submit documents of this type.
    • Template: When ticked, users cannot use this document type as a template.
    • Unlock: When ticked, users cannot unlock documents of this type.

Updated April 2025