To view a direct debit template, follow the steps below.
||Go to the Receivables > Templates screen
||Locate the template you want to view. There are several ways to find a template:
- Use the View menu if you are looking for a template in a particular status. Choose from Pending Approval, Approved or Requires Action.
- Use Filter on the Control Bar. Enter criteria into one or more text boxes that are under each column heading to display matching records.
- Sort columns by clicking on the column heading. The column will reorder in ascending order. Click again to order in descending order.
||Use one of the following methods to view the Template Details screen:
- Method 1: Click on the template in the list
- Method 2: Right-click on the template and click View on the Context Menu
- Method 3: Select the template and click Actions > View on the Control Bar