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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".# Choose from "People" or "Company" Transaction Types from the drop-down field at the top of the page. [[Image:TransactionTypeChooser.png|thumb|Choose from ''People'' or ''Company'' Transaction Types]] # On the left-hand list of Templates or Transaction Types, click on the hyperlink for the Template or Transaction Type for which you want to configure a ''Template Page''.# At the top of the Edit Template/Transaction 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.