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Manual Transaction Templates

Manual Transactions within the system appear as "Journal Entry" transactions. You can manage the templates used for printing these transactions easily

Written by Dylan Telson

Viewing and Managing Templates

  1. Click your profile menu.

  2. Click Settings.

  3. Click Templates.

  4. Select Manual Transaction.

Here, you can:

  • View all current templates.

  • Import the default template, Default Manual Transaction. This is the only importable template available.

  • Edit, duplicate, or delete existing templates.

Choosing Your Default Template

To set your preferred Manual Transaction template:

  1. Go to Settings.

  2. Click Company Information.

  3. Under Website & Misc, edit the Manual transaction print template field.

  4. Select your desired template.

  5. Save your changes.

Printing a Manual Transaction

  1. Click Accounting.

  2. Click Accounts.

  3. Select the relevant account.

  4. Locate the Manual Transaction, labeled as Journal Entry, that you want to print.

  5. Click the dropdown menu next to the transaction.

  6. Select Print.

This will open your selected Manual Transaction template in a new tab, displaying all essential details, including:

  • Transaction #

  • Debit/Credit indicator

  • Account

  • Site Name

  • Debit Amount

  • Credit Amount

You can then print or save this document as needed.

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