A general payment template saves the payee, GL account, tax category and line details from a payment so you can reuse them instead of starting from scratch. It’s worth setting one up for any payment you make regularly — subscriptions, recurring fees, regular supplier accounts — so all you need to add next time is the file number and anything else that’s changed.
Creating a general payment template
You can save a template from a payment you’ve already made, or set one up while you’re creating a new payment.
- Open or create the payment as usual, from General, Payments. Click the Template button and select Save as Template.
- Enter the name you want to save the template as in Template Name, and the description of the payment in Description. Review the line details — type, GL account, tax category and amounts — and update them if needed, then click Save Template.
Tip: Any field you leave blank becomes a variable you fill in each time you use the template. Law App fills some of these in automatically — the payment number and the date — so you only need to enter the details that actually change, like the file number.
Using a template for a new payment
Once a template is saved, creating a new payment from it takes a fraction of the time of a payment entered from scratch.
- Click General in the side navigation, then Payments. Click the dropdown arrow next to the Payments button and select New from Template.
- Select the template you want to use from the list.
- Complete the File Number field, then click Save.
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