This article applies to:

Set up payable and credit memo transaction templates

You can create templates for payable and credit memo transactions in the

Payable Templates

screen. You can set up these templates to create transactions on an as-needed basis (on demand) or specify a schedule.

You can set up AP transaction templates in 2 ways on the

Payable Templates

screen.

Use the Rapid tab
to quickly set up templates in a grid view.

Use the Detail tab
to enter detailed template information and to set up scheduled templates.