The content in this guide is currently being revised to align with the new user interface. Some text and images may be outdated.
View and manage your list of purchase templates to ensure that they are accurate.
Using this guide, you can:
Over time, you may have a long list of Purchase Templates that you may be using. Using the List Templates screen you can manage them!
To view your list of Purchase Templates:
1. Navigate to your Admin Configurations by selecting the Modules button on the top left and selecting Configuration.
2. Select Invoices & Rates and choose Purchase Template List.
3. This will pull up the List Purchase Templates page where you'll find your list of current active Purchase Templates.
There are a variety of details available on this list, which you can use to keep track of and manage your Templates: