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- Accounting
- Assistant Accountant/Department Head
How to: Entry Window Templates
Complete your data entry in excel then copy and paste your data into any accounting transaction type.
Step 1: Click the + to the right of the transaction you would like to create on the left navigation.
Step 2: Click GENERATE TEMPLATE in the Details section then click on the template that downloads to open.
Step 3: Fill out the template.
Step 4: Copy the entire template.
Step 5: While keeping the template open and highlighted, click PASTE in the Details section.
Step 6: Fill out all required fields of the Summary area in the entry window.
Step 7: Add notes and upload files as needed.
Step 8: Click SUBMIT.