8,849
edits
Changes
no edit summary
To access the Template Page for a [[Transaction]]:
# Go to the [[Global Settings]] page.
# Under the [[Company & Account Settings]] header, click on the hyperlink for ''"Transaction Types''". [[Image:TransactionTypeChooser.png|thumb|Choose from ''People'' or ''Company'' Transaction Types]]
# On the left-hand list of Templates or Types, click on the hyperlink for the Template or Type for which you want to configure a ''Template Page''.
# At the top of the Edit Template/Type page, click on the "Template Page" button.
:[[Image:Transactions-GettingtoTemplatePage.png|link=|500px]]
:You will now be brought to the Template Page configuration screen.
