<< Click to Display Table of Contents >> Navigation:  Working with SEPA transfer > Templates

If you want to save regularly recurring bookings in SEPA Transfer, you can use templates. You can create templates in several ways:

•To save every booking entered as a template, check the "Save as template booking" box.

•To save a specific booking as a template, click on "Save as template" in the "Edit" tab.

•To import templates from a file (XLS, CSV, Access, SEPA) or database supported by SEPA Transfer, click on the small arrow on the right-hand side of the "Save as template" button in the "Edit" menu and select "Import templates".

•Using the template management: Open the "Create from template" dialog and click on the "Create new template" button

Create postings from templates

Postings can be created from templates both via the drop-down menu in the field for the name of the recipient or debtor and via the "Create from template" dialog in the "Edit" tab.

 

In the "Template management" dialog, a booking can be created by double-clicking on a template.

Alternatively, you can select one or more templates at the same time. To do this, hold down the Shift or Ctrl key and click on the individual entries. Alternatively, you can select all templates via "Select all". See template management.