Templates ensure that data is consistently formatted and structured, reducing the potential for errors and ensuring that all imported transactions follow a standardized pattern. But sometimes, you may need to make certain adjustments and customize the Template to suit an organization's specific needs, including adding or modifying fields to capture essential transaction data.
If you require to edit a Template for Transactions import, go to the Transaction Manager module from the top menu of your ExpensePoint™ app.
From the list of, select the one you need to edit.
The click on the Edit option from the left side navigation menu.
The Template Editor will open, and you can adjust the necessary information.
To learn more about the available fields of a Template Editor, click this Add Template article.
Watch the video below about Editing a Transactions Template.