• Table of Contents

Create a Template Transfer

  1. Click on General>Template Transfers in the main menu.

This will take you to the Template Transfers window.

  1. Click on the ‘Add Template’ button (the ‘plus’ button) to add in a new line/template transaction.

Add in the template name in the relevant field (this is the name that will be available for your selection when you use the template).

Add in the From and the To accounts and any other details as required.

Now in the Transfers area it will be available for selection when you choose the ‘stamp’ shaped template icon.