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!

Templates

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:

  1. Find a transaction that you'd like to copy. HINT: If you don't already have a transaction that is exactly right, create a new transaction, fill in details, and give it Void status.
  2. Choose Template This Item from the Options menu.
  3. Give the template a name.
  4. Use the checkboxes to determine which items will be copied from the original template.
  5. Click OK.

Viewing Templates

To view and change the list of templates, follow these steps:

  1. Choose Templates from the Options menu.
  2. You'll see a list of templates.
  3. To change or rename a template, select it from the list, then click the Edit button. To remove a template, select it, then click the Delete button.

Using Templates

To make a copy of template when you are starting a new transaction, follow these steps:

  1. Open the transaction window for the type of transaction you'd like to create.
  2. Click on the template button (to the right of the New button). You'll see a popup menu of all available templates.
  3. Choose the desired template from the menu.
  4. A copy of the template will be created automatically.
  5. Fill in any additional information.

Recurring Transactions

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:

  1. Find a transaction that you'd like to copy. HINT: If you don't already have a starter transaction that is exactly right, create a new transaction, fill in details, and give it Void status.
  2. Choose Recur This Item from the Options menu.
  3. Give the recurring item a name, and enter frequency and start dates.
  4. Use the checkboxes to determine what will be copied from the original.
  5. Click OK.

Finishing Up

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.