When importing your data in Allocadia, you can create templates to streamline this process. These templates are helpful when you are consistently importing specific types of data in the same format. When your finance processes change, you may want to adjust these templates to accommodate these changes. This can be done easily with Allocadia’s managing templates feature.
- On the Home Tab, click the Import button and select your desired option from the drop-down list
- On the Imports page, click the green Manage Templates hyperlink
- On the pop-up menu, highlight your desired template
Note: In the Templates pop-up, you will see all of the templates that you have created at this level and that were created by other users at this level.
- Click the Delete Selected Template button.
Note: Users can only delete the templates that they have created. An Owner or Administrator can delete templates created by other users.