Template Page Category

Settings > Accounts Payable > Digital Capture Invoice Templates

Categorizing Template Pages

Categorizing template pages gives you the ability to label all the pages that are related to a specific function. This allows you to limit the number of template pages you see on the screen.

To categorize template pages, complete the following steps:

• Access the Digital Invoice Templates page by clicking Settings > Accounts Payable > Digital Capture Invoice Templates from the menu bar.
• Highlight the Master Template.
• Click Edit.
• The Digital Invoice Capture Template will display:
• Click the Set Category icon: 
• Enter the Category label of your choosing in the Category To Set field. 
• Check the box beside the template pages you wish to set under the category.
• Click Set Category on All Checked rows. 
• You can continue labeling and setting up different categories by following the above steps.
• Once you are finished, click Exit Set Category Mode. 
• Click Save.