Templates with Automatic Payment

Feature

Starting with Goldenseal accounting software version 4.8, you can create templates for expenses, and have it automatically create a payment for the item (or not).

Suggested By

User feature request.

How to Use

To set the auto-payment option for a template, follow these steps:

  1. Find an existing purchase or expense transaction that you make frequently, or create a new one.
  2. Fill in all details for the expense, and pay it.
  3. Choose Template This Item from the Options menu.
  4. If you'd like to pay the expense immediately, turn on the Auto Create Instant Payment checkbox. Otherwise, turn it off.
  5. Click OK.

To use the template, follow these steps:

  1. Choose Material Purchases from the Costs menu (or one of the other expense transaction types).
  2. Click the template button-- the small triangle next to the New button.
  3. Choose the template you'd like to use.
  4. If you turned on the Auto Create Instant Payment checkbox, the item will be paid instantly.

HINT-- Don't use the Auto Create Instant Payment option if the amount of the transaction varies, or if you use different payment methods at different times.

Technical Details

Programmer note-- code added in CTemplateTransaction::CreateObjectFromTemplate (and elsewhere)