Transaction Templates

 

 

Banzai offers your students a shortcut method for entering frequently-used transactions. To access their templates, students click the Templates link which appears to the left of the transactions form. To create a new template, students simply complete the transaction form as if they were reporting an actual expense, complete with account and jar entries, then click Save Template. Their work is saved as a new template which then appears on the list of templates at left. 

To record a transaction from a template, the student simply selects it from the list, changes the date to reflect when the transaction took place, and clicks Save as Transaction. Alternately, the student can alter the template itself by clicking Update Template.