The Budget Templates page lists all the account templates, including filtering capabilities and some basic controls and information. You can filter by template name, status or custom field, if configured. Filtering helps you narrow down to the templates that display in the results table.
Filter Templates - Fields and Button
The fields and buttons on this page are:
- Name: Enter the name of the template(s) you want to filter for in this field.
- Status: Click this drop-down arrow to select a status to filter by.
- Custom Fields: Click this drop-down arrow to select a custom field to filter by. You can also type custom field keywords to filter by.
- Filter: Click this button to filter by entered criteria.
Budget Templates - Buttons
The fields and buttons on this page are:
- Add: Click this button to add a budget template. For detailed steps, see Working with Budget Templates.
- Copy: Click this button to copy a budget template. For detailed steps, see Working with Budget Templates.
- Delete: Click this button to delete selected templates.