Adding fields to a template - Add/remove template fields on a vendor template

Sep 12, 2026

Upload by Eliana

Guide for managing vendor template fields while processing incoming invoices and credit notes. The workflow opens the Document Journal, uses the “Template” ribbon to add a missing field from the master template (example: adding the “Department” field), selects an appropriate department code, and returns to the journal. It also explains removing unwanted fields by selecting “Remove Template Field,” confirming the removal, and returning to the role center.

LanguageEnglish

CategoryForms

FormatPDF

Pages3

Reading Time1 min

AccessFree to download

Add or remove template fields on a vendor template

Add a missing template field

Remove unwanted template fields

1 Templates: Add/remove a template fields on a vendor template When recognizing incoming invoices and credit notes you sometimes want to add missing field or remove unwanted fields from the template. During the daily handling of the incoming documents, you are able to adjust which template fields are used in the individual templates. To do this, open the list of open documents in the Document Journal. Select the tile "Ready to Register" to open the Document Journal. To add a field to the current template, select"Template" in the ribbon. Select "Add Template Field" to add a template field from the master template that is not already in the current template. Choose the field desired from the list of available fields configured in the master template. In this session, we will add the "Department" field. Select "OK" to close the page and return to the Document Journal. Continia [Software A/S ](Software A/S www.continia.dk)[www.continia.dk](Software A/S www.continia.dk) 2 Templates: Add/remove a template fields on a vendor template The field "Department" is now available, and you can look up the appropriate department code for this invoice by placing the cursor in the "Department"field. Select the desired department code. In this session, the "Administration" code is chosen. Select "OK" to close the page and return to the Document Journal. If the current vendor template has too many template fields included, you can easily remove the unwanted fields. To remove a field from the current template, select"Template" in the ribbon. Select "Remove Template Field" to remove a template field from the current template. Continia [Software A/S ](Software A/S www.continia.dk)[www.continia.dk](Software A/S www.continia.dk) 3 Templates: Add/remove a template fields on a vendor template The list of currently assigned templated fields are shown. Choose the desired field to remove from the template. In this session, we will remove the "Department" field. Select "OK" to close the page and return to the Document Journal. Confirm that you want to remove the department field by selecting "Yes" . Select "Back" to return to the role center. Continia [Software A/S ](Software A/S www.continia.dk)[www.continia.dk](Software A/S www.continia.dk)

FAQs

How can you add a missing field to a vendor template while handling incoming invoices?

Open the Document Journal, select the relevant template session, choose “Template” in the ribbon, then “Add Template Field,” and pick the field from the master template. After selecting the specific field (e.g., “Department”) and its code, return to the Document Journal.

How do you remove an unwanted field from the current vendor template?

In the ribbon, select “Remove Template Field,” choose the field to remove from the list of assigned fields, and confirm by selecting “Yes.” Then go back to the role center.

Where do you look up and select the correct department code for the added field?

Place the cursor in the “Department” field on the current template page and choose the desired department code before closing the page and returning to the Document Journal.

Sep 12, 2026

Upload by Eliana