Transaction Templates

The Transaction Templates tab is where the Transaction Templates can be added for your Company. In order to do this, follow these steps:

  1. Navigate to the Transaction Templates Tab in Oval Accounting.
  2. Click on New.
  3. Select the record type (this is based upon Sales Invoice).
  4. Click on Next.
  5. Enter a Transaction Template Name.
  6. Select the Tax Treatment of Tax Exclusive, Tax Inclusive or No Tax.
  7. Select the Status.
  8. Search for the Entity the Template relates to.
  9. Search for the Record the Templates relates to.
  10. Click on save.

The Transaction Template has now been setup. You can also add Transaction Entries, Automation Rules and Transactions to this Template.

End of Article.