Technical Release Notes
Accounting Solutions (Citrix)
Canadian Payroll & Accounting Solutions
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.
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 on the top section of the entry window.
Step 7: Add notes and upload files as needed.
Step 8: Click SUBMIT.