Create Periodic Templates

Periodic Templates can be created via the GL Journal Header Template form.  This can be accessed from the Financials menu by selecting General Ledger > GL Journals > GL Periodic Template:

To create a Periodic Template select the relevant option from the Transaction field and click on the  button:

Add details to the relevant fields on the form (mandatory fields are notated with a red asterisk *).

The following buttons are also available:

• : Clicking on this button will create a Lines Grid at the bottom of the form:

Add details to the relevant fields on the line (mandatory fields are notated with a red asterisk *).  Further lines can be added by clicking on this button.

• : Clicking on this button will clear the details to allow you to create a new Periodic Template or view an existing Periodic Template.
• : Click on this button to create the Periodic Template.  A reference number will be created for the Periodic Template and displayed in the  field.  Further buttons will also be available:

These are:

• : Click on this button to save any further changes to the form.
• : Click on this button to delete the Periodic Template.
• : Click on this button to clear the screen, which will allow you to create or view a Periodic Template.
• : Click on this button to add a Line to the Grid below the form.
• : Click on this button to see audit details of the Periodic Template on the Audit Info screen.  This is further detailed in the Audit Info section.
• : Click on this button to add a note for the Template.  Notes are further detailed in the Notes section.
•  Click on this button and the Status field will change to either  if authorisation is required or to  if no authorisation is required.