Coding templates can be used to simplify coding on invoices that come back regularly. These can be created and removed both directly in the invoice application or in the administration tool. You can read more about how to use coding templates in the section Use Coding templates.
The invoice application
Create Coding templates
Open an invoice and code it the way you want the template to look and then click on the button Templates above the coding rows
- A form opens where you click on the Create Template tab and select the New Template option.
- Select whether the template should be a User template, i.e. available only to you, or whether it should be a General template, i.e. available to all users. Permission to create General templates is set on the role form.
- Enter a name for the new template
- The coding from the invoice that the template will be created with is displayed in the Coding rows section.
- Press OK to save.
Changing Coding templates
To modify an existing template, create a coding on an invoice and then click the Templates button above the coding rows.
- A form will open where you click on the Create template tab and select the option Change an existing template.
- Choose whether the template you are going to modify is a User template, i.e. available only to you, or a General template, i.e. available to all users. Permission to create/modify General templates is set on the role form.
- Select the template you want to modify in the drop-down list Existing template.
- The coding from the invoice with which the template will be created is displayed in the Coding rows section.
- Press OK to save.
Delete Coding templates
To delete a template, first open the form via the Templates button.
- Select the Create Template tab
- Select the option Change an existing template.
- Select the template you want to delete in the Existing template drop-down list.
- Click on Delete.
Coding templates in the administration tool
Create Coding template
Go to Business rules - Coding templates and press 
on the top of the page.
Specify the following fields:
| Field | Description | ||||||
|---|---|---|---|---|---|---|---|
| Template name | Name of the template | ||||||
| User name | Name of the person the template belongs to (if the user template type is selected). | ||||||
| Template type |
| ||||||
| Load coding rows from an existing coding template | For work-saving purposes, you can select an existing coding template in the drop list which you can then easily modify to a new template. | ||||||
| Coding rows | Here you specify the coding rows the template should have in the same way as you code an invoice in the invoice application Selectable row types:
|
When all the information is specified in the template, the data is saved by clicking the Save button.
Change Coding template
- Go to Business rules - Coding templates and click on View.
- Open the template you want to change.
- Make the changes you want to make.
- Click on Save.
Delete Coding template
- Go to Business rules - Coding templates and click on View.
- Open the template you want to delete.
- Click on Delete.