SoftGuide > Functions / Modules Designation > Booking templates

Booking templates

What is meant by Booking templates?

"Booking templates" refer to pre-defined patterns or templates for bookings that depict frequently occurring or recurring business transactions. These templates contain information such as account numbers, amounts, booking dates, and descriptions needed for specific types of transactions or bookings. Booking templates simplify and expedite the booking process by reducing manual entry of booking data and ensuring that recurring transactions are consistently recorded.

Typical functions of software in the "Booking Templates" domain include:

  1. Template creation: The software enables users to create individual booking templates for different business transactions or types of transactions and customize them as needed.

  2. Template management: The software provides functions for managing booking templates, including organization, editing, updating, and deleting existing templates.

  3. Automatic suggestions: The software automatically suggests suitable booking templates based on entered booking data or history, saving users time from manually searching for templates.

  4. Reuse of templates: The software allows users to reuse existing booking templates for similar business transactions or transactions and customize them instead of creating a new template each time.

  5. Integration with accounting systems: The software seamlessly integrates with existing accounting systems to facilitate the use of booking templates in the booking process and ensure data consistency.

 

The function / module Booking templates belongs to:

Accounting

Account management
Account statements
Advance account
Apportionment definition
Balance carried forward
Book value changes
Book values and reconciliation accounts
Branch accounting
Cash balance
Cash box
Cash discount
Cash payment
Chart of accounts
Clearing account
Custodial account
Daily closing
Debit/credit posting entry
Deposit accounting
DEÜV notifications
Document number assignment
Domestic and international travel
Donation receipts
Down payment management
DSD / ARA accounting
garnishments, loans, pension schemes
Merchandise reimbursement
Missing amount controls
Posting texts
Posting transactions
Private share calculation
Processing travel expenses
Recurring entries
Recurring payments
Recurring postings
Representative accounting
Reverse postings
Series account assignment
Shadow book
Split postings
Stacking interfaces (Bufü)
surplus revenue statement
Travel expense flat rates
Various accounting methods
VV-Account

Software solutions with function or module Booking templates: