Sub Template

A Sub Template is a supplementary template that is nested within a main or parent template. It is designed to organize and structure specific types of data or settings within a broader template hierarchy. Sub templates allow for finer granularity in configuring and managing data elements, rules, or functionalities that are related to but distinct from those of the parent template. They help streamline customization and management of complex configurations by breaking down larger templates into smaller, more manageable components.

1. Expand Expense by clicking on the arrow .

2. Expand Credit Card Mapping

3. Expand CC Template

4. Click Sub Template

5. Click Add

6. In the New Sub Template window provide the following:

• Parent Template*: Select the CC Template from drop-down menu this sub- template is associated with

• CC Template: Enter the name of the CC template

• Name*: Enter a name that describes this sub-template

• Save Type

  • Transaction: Refers to credit card transactions where additional information, such as ticket numbers and passenger names for airline tickets, is linked to each transaction entry. This information typically appears as one line per transaction.

  • Multiuse: Involves credit card transactions that require multiple lines of supplementary information. For example, transactions involving multiple stages like airport departures, arrivals, and stopovers may each be documented separately, potentially in different parts or files. This allows for detailed recording of transaction-related activities spanning multiple lines or sections.

• Description: Enter a description for this sub-template

• Click Save