Create New Template

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To create a template, complete the fields below and click Save.

* = required field

Template Name *   View Existing Names

From Debit Account Number - Debit Account Name *

To Credit Account Number - Credit Account Name *

Amount
$

Memo

Create / Modify Schedule



Save  Cancel

SinglePoint Demo
Create New Template lets you enter details to create a book transfer template. Create a unique template name, select debit and credit account numbers. Amounts, memos and schedules are optional.

Hint: Click Auto-Fill, then Save.

View demo hint