This feature lets you save a template of a complex invoice entry to an individual vendor. This template can be saved with descriptions, GL's, FIA, tax allocation and amounts, so that it can be loaded again on a regular (i.e. monthly) basis to quicken entry. An example would be a utility bill that is usually expensed to the same GL and the amounts are similar each month.
The creation and updating of the invoice templates is completed from the Invoice Entry Menu. Enter the invoice as per the usual process, before selecting 'Accept', click on the 'Create Template' icon.
You will be prompted for the template name and description.
Accepting the 'Create Invoice Template' will save the template and detail records of all information to reproduce this invoice at a later date. The final step in this process is to create the Invoice by clicking the "Accept" button which will create the invoice in the batch for payment. Alternately, you can choose to "Cancel" the invoice while still creating the template in the system for future use.
To load the invoice template, enter the vendor number, which will invoke the 'TPL'. Click on the 'TPL' to select the saved Invoice Template.
The invoice template will load with the saved information allowing you to make any necessary changes. Changes to the template can be saved by selecting the 'Update Template' option from the GL Distribution Screen.