Copying Templates

A new Template can be created by copying an existing Template on the CR New Payment Run - General form, which is accessed by selecting the CR New Payment Run option on the CR Payment Run menu:

This will open the CR New Payments Run - General form:

Add the Template that is to be copied in the Template drop-down field and click on the  button:

Select the  tick box and a New Template Name field will be displayed immediately below the tick box:

Add the name of the new Template to this field.

If the template that was copied was a BACS template, i.e. it only includes BACS Payment Methods, ensure BACS is included in the template name, e.g. 100-CRBACS.

If the template that was copied was a Cheque template, i.e. it only included Cheque Payment Methods, ensure Cheque is included in the template name.e.g. 100-CRCheque.

It is recommended that separate Templates are used for BACS payments and separate Templates used for Cheque payments.  Templates should not include a mixture of BACS and Cheque payments.  

Click on the  button and a new Template will be created with the new name but using the values of the copied Template:

Make any changes that are required to the following tabs:

• General tab.
• Filter(1) tab.
• Filter(2) tab.
• Sorting tab.

Where the Template is a BACS template these tabs are further detailed in the New Payment Run - BACS section.

Where the Template is a Cheques template these tabs are further detailed in the New Payment Run - Cheques section.

You can now use this Template for new payment runs, which for BACS Payment Runs is further detailed in the Payment Run Process - BACS section and for Cheque Payment Runs is further detailed in the New Payment Run - Cheques section.