Accounting transaction template overview

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An accounting transaction template includes the rules for all accounting entries that must be recorded for a business document. For example, an accounting transaction template can include accounting entries required for a sales invoice.

An accounting transaction template is based on one or several accounting entries templates.

For managing accounting transaction templates, use the Accounting transaction templates list. To open it, go to Accounting and under Accounting templates, click Accounting transaction templates.

In the Accounting transaction templates list, you can:

• View accounting transaction templates.
• Create accounting transaction templates.
• Edit accounting transaction templates.
• Change accounting transaction template statuses.
• View status history of accounting transaction templates.

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