Visma.net ERP
Create a document by using a template
You can create a document by using a previously created template, as described in this topic.
- In the window where you want to create a document, click
.
- Click
.
Select one of the listed pre-made templates, that you want to copy data from.
The data from the template is pasted into your document. - Check that the document has the appropriate date, post period, and amounts. If necessary, make changes.
- Click
.
Now you can process the new document according to your company's workflow.