2018-10-31 11:56:26 +01:00
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To create new templates:
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2019-04-16 11:15:58 +02:00
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#. Make sure that you have flagged *Show Full Accounting Features* on your
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2019-04-11 15:49:20 +02:00
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user, and that the user belongs to the *Billing Manager* group.
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2019-04-16 11:15:58 +02:00
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#. Go to *Invoicing / Configuration / Accounting / Journal Entry Templates* and
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define there your templates. You can choose to complete a line using a
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defined formula, based on other lines, or by requiring user input.
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2018-10-31 11:56:26 +01:00
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To use an existing template:
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2020-11-26 14:57:05 +01:00
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#. Go to *Invoicing / Accounting / Actions / Create Entry from Template*
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2019-04-16 11:15:58 +02:00
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#. Select one of the available templates.
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#. Complete the entries according to the template and click on the button *Generate Journal Entry*.
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