Template Button

The Template button is used for selecting accounts when making a general ledger journal entry. In this context, a template is a list of accounts. You can define the accounts that belong to a template in Journal Entry Template Maintenance.

Enter a template in the Template ID field, and then click the Template button to display the Lookup window with a list of accounts. Selecting one of the accounts will populate the G/L Account field with the selected account.

NOTE This button makes entering journal entry line items easier, especially if you have recurring journal entries that use the same accounts each time. This feature is for your convenience only. You are not restricted to template accounts when entering journal entry line items. You can still use the regular Lookup button for selecting accounts not found in the defined template.