How to or the use case for account move template

Support User
1

Hi,

May I know what is the use case for account move template?
What will effect when doing “Create Move From Template”?

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2

Move templates are used to ease the introduction of manual moves, specially the recurring ones. The process consists in two parts:

  • The account administration defines a template and creates the parameters needed to fill them.
  • An account user uses the create move from template and selects the desired template. The system will ask for the parameters of this move, and once filled it will show the created move. If everything is right the user only needs to post it.

It can be used for example to ease the introduction of payrolls. So the accounting user does not need to care on which accounts needs to be set the values, just introduces the payroll amounts and the system creates the move from the template.