How To: General Accounting
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      3. How To: General Accounting

      How to: Entry Window Templates

      Complete your data entry in excel then copy/paste into PO and other accounting transaction entry windows to create your transactions.

      Step 1: Click the + to the right of the transaction you would like to create on the left navigation.

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      Step 2: Click GENERATE TEMPLATE in the Details section then click on the template that downloads to open.

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      Step 3: Fill out the template.

      2021-05-07 16_19_57-Todd Foolery TransactionDetailTemplate.xlsx - Excel

      Step 4: Copy the entire template.

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      Step 5: While keeping the template open and highlighted, click PASTE in the Details section.

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      Step 6: Fill out all required fields on the top section of the entry window.

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      Step 7: Add notes and upload files as needed.

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      Step 8: Click SUBMIT.

      2021-05-07 16_24_46-Todd Foolery TransactionDetailTemplate.xlsx - Excel