I want to modify a payment template

  • Payment template groups are sets of payment templates that allow you to create your organisation’s common or regular payments more efficiently by creating quick entry payments.

    If you’re a user with a payments and cash management role, you can modify existing groups on the Payment template group screen.

    1. On your Payments and cash management page, select Payment templates > Payment template group to display the Payment template group screen.
    2. Click Down arrow in the group’s row and select Modify from the pop-up menu displayed.

      PTG modify

      Alternatively, double click on the group’s row to display its details, and then click Modify.
    3. If you want to add templates to the group, click Add templates to search for and select the templates you want to add.
    4. If you want to remove templates from the group, tick each template row you want to remove and click Delete. The templates will not be deleted, only removed from the group.

      When you’ve made all your changes, click Save to save the group.

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