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Template Manager Toolbar

The Template Manager contains a toolbar with a number of shortcut icons linked to template-related functions.

To access the Template Manager, click Accounting > Templates. The Toolbar will be visible beneath the menu bar.

Toolbar
Icon

 Shortcut Description

print.gif

 Print Prints a display of the selected template properties to your default printer.

delete.gif

 Delete Deletes a template or template version.

properties.gif

 Properties Opens the Template Properties window for the selected template.

favs.gif

 Favorite Reports Accesses your report favorites.

help.gif

 Help Accesses the online help.

 

NOTE: The Template Manager title bar provides a New Template/Version button:

toolbarbutton.jpg

If the Commodity is highlighted when the button is clicked, the New Template window will open.

If a specific template is highlighted when the button is clicked, the New Template Version window will open.

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