Chapter 10: Managing Your Templates

On this page:


Overview

  • Templates may be created by you in WINGS Express Finance in the Create Expense or Budget Transfer link, the Query Budget link, &/or Transaction Detail link.
  • See related chapters for Journal Vouchers and Budget Query for details on creating and using templates.
  • The Delete Finance Templates link in WINGS Express Finance allows you to review and delete queries.
  • Shared templates are not recommended since they are accessible by all WINGS Express Finance users, and you will not be able to delete them yourself.

Managing Your Templates

  • Click "Delete Finance Template" from the WINGS Express Finance menu.
  • See the step-by-step guide for Managing Your Templates (PDF) for detailed instructions and screenshots.