Copy Template

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Enter information in all required fields and click Continue.

* = required field

Template Name *  View Names
    ACH Company ID / Settlement Account *
    Company Entry Description *
   
Company Name *
    Discretionary Data
    SEC Code
PPD 		    Default Transaction Type *
   
            Reset Amounts to Zero
After Initiation

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SinglePoint Demo
Copy Template (Payroll example) enables you to quickly copy a template and its transactions to create another, similar template and save time. In the first step you modify and save the header information.

Hint: Click Auto-Fill, then click Continue.

View demo hint