Payments: Creating a Template 36 Payments Creating a Template If you are assigned Draft or Approval rights, you can create a template for recurring transactions. A template is a pre-made payment model. It contains detailed directions that can be used for repeated transactions. Using a template helps reduce mistakes, assign tasks, and control payments. It’s best practice to use a template if you are sending payments to: • Vendors or suppliers • Collections from members • Payroll
RkJQdWJsaXNoZXIy ODcxNDg=