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