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Templates for Journal Transactions - Remove

  • April 15, 2025
  • 2 replies
  • 85 views

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Good Morning,

 

Does anyone know how to remove these saved templates on journal transactions? 

 

 

Best answer by nhatnghetinh

Hi ​@JReppard 

At the Journal Transactions screen > Click "Save as Template" as shown below.

 

 

At the Document Templates screen > Click on the Selector of "Template ID" > Select the template you want to delete.

 

Click Delete

 

Then go back to the Journal Transactions screen to check > Template has been deleted.

 

Best Regards,

NNT

2 replies

nhatnghetinh
Captain II
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  • Captain II
  • Answer
  • April 15, 2025

Hi ​@JReppard 

At the Journal Transactions screen > Click "Save as Template" as shown below.

 

 

At the Document Templates screen > Click on the Selector of "Template ID" > Select the template you want to delete.

 

Click Delete

 

Then go back to the Journal Transactions screen to check > Template has been deleted.

 

Best Regards,

NNT


meganfriesen37
Captain II
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The screen ID to find and manage the templates is SM209020.  It’s a hidden screen, so there’s no menu item for it, but if you have the administrator access rights you should be able to enter it into your URL.  ​@nhatnghetinh’s instructions above show the rest.