Create Bills & Receipts from Templates

We've introduced the ability to create a bill or receipt from a saved template, making it easier to manage complex manual entries and streamline recurring transactions.

1. Why This Matters

For users who frequently manually enter similar bills/receipts, this update eliminates the need to start from scratch each time. Now, you can:

✅ Pre-configure bill/receipt details for complex manual entries
✅ Save templates for recurring bills and receipts
✅ Reuse templates on demand, reducing manual data entry

2. How It Works

• Set Up a Template – Users can pre-fill bill/receipt details, including vendor, line items, tax, and classifications.
• Save for Future Use – Templates can be used anytime or set as recurring for automated creation.
• One-Click Reuse – Select a template, make any necessary adjustments, and generate a new bill/receipt instantly.

3. The Benefits

✔ Saves time by eliminating repetitive manual entries
✔ Ensures accuracy by keeping bill/receipt details consistent
✔ Supports recurring transactions for users who frequently process the same bills

This update is perfect for businesses handling complex invoices, vendor contracts, or recurring expenses—giving them more control and efficiency in their AP workflows! 🚀

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