Edit Template

Templates help maintain consistent formatting and structure for imported transaction data, reducing the potential for errors and ensuring standardization. However, you may sometimes need to customize a Template to fit your organization's specific needs, such as adding or modifying fields to capture important transaction details.

Steps to Edit a Template

1. Open the Transaction Manager
   From the top menu, navigate to the Transaction Manager module.
   
2. Select the Template to Edit
   From the list of templates, select the one you want to modify.
   
3. Click the Edit Option
   On the left-side navigation menu, click Edit to open the Template Editor.
   
4. Modify the Template
   In the Template Editor, make the necessary adjustments to the template fields and settings.
   

To learn more about the available fields in the Template Editor, please refer to the Add Template article.

Watch the video below for a step-by-step visual guide on Editing a Transactions Template.