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Status Answered
Created by AgExpert Support
Created on Nov 5, 2022

Disqus Agexpert Accounting Questions Archive

In Analyst online, I have the option to save a transaction as a template. For example a weekly payroll transaction, how to I recall the template for the next time I want to make the identical transaction?

  • ADMIN RESPONSE
    Feb 10, 2025

    Nevermind, it isn’t an option to use a template when importing transactions, but it is when you start a new transaction. It would be nice to use the template while importing, as i do 90% of my transactions via import.

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