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      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.

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

      Step 4: Select all and copy the template.

      2021-05-07 16_21_50-Todd Foolery TransactionDetailTemplate.xlsx - Excel

      Step 5: In the Details are of the applicable transaction entry module, click PASTE.

      Step 6: Fill out all required fields of the Summary area in the entry window.

      Step 7: Add notes and upload files as needed.

      2021-05-07 16_24_17-Purchase Order

      Step 8: Click SUBMIT.

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