Lesson 24-- Templates & Recurring
Templates are a quick way to create identical or similar transactions, for use whenever you need them. Use them for estimates, labor hours, purchases, sales, or any other transaction that you want to create quickly in Goldenseal small business software.
Recurring Items are transactions that Goldenseal creates automatically on a regular schedule.
This lesson shows you how to create templates and recurring transactions. They can be real time savers!
Use templates for any type of transaction that you need on an irregular basis. You can use templates even if the transactions are not identical-- it can still save time to start with something that is similar to what you need.
To create a template, follow these steps:
To view and change the list of templates, follow these steps:
To make a copy of template when you are starting a new transaction, follow these steps:
Use recurring transactions for items that repeats on a predictable schedule. You can use them for utility bills, rent and similar items.
To create a recurring transaction, follow these steps:
This might be a good time to take a break, and water the plants that you've been neglecting as you've read this manual. That's an especially good idea if you have a spider plant, since they have been known to attack and eat their owners if neglected for too long.