What is a template?
When creating a client file, it is possible to use a pre-defined file template. This allows you to save time by using an existing configuration.
How to create a template ?
- Go to your Jenji expert space at expert.jenji.io.
- In the menu bar, click on Create, then New Template.
- Enter the name of the template (ex: TPE).
- Choose the type of plan: Pro or Enterprise.
- Fill in the comment field (e.g.: description of the model).
- Click on Confirm.
- The new template is created. It is displayed in the list of templates.
How to configure a template?
In the My Templates tab, click on the Edit button of the template to edit.- Go to the Template Configuration by clicking on the gear icon in the upper right corner.
- In a template, only certain elements can be set.
- From General: Payment methods, Countries and currencies, Exchange rates, Tags
- From Expense Policy: Categories, Optional fields, Alert thresholds
- From Integrations: Accounting exports, Custom exports, Connected apps
Details on the configuration are available in the documentation related to the company account settings.
Find out how to set up the :
- Means of payment
- Currencies
- Exchange rates
- Categories
- Alert thresholds
- Accounting Exports
- Customized export
Once the template is configured, it can be used when creating a new client file. The configuration of the template will be implemented on the client file.