Most commonly asked questions
- Can I amend any of the details when making a payment from a template?
- What does this warning mean? ‘The Template reference you've entered is not unique. Please enter a unique Template reference.’
- Can I set the system up so that only some of my templates need checking?
- Dual control of templates was on but is now off, yet some of my templates still have a status of ‘Unchecked’. What do I do?
- Can I do a search for a partial template reference?
- How do I find out when a payment that was made from a template was created or checked and who by?
- When I make changes to a template do I need to approve them with a Smartcard?
- Can I specify the order in which templates appear in my manage templates list?
- Is approval required for changing the status of a template?
- When I make a payment from a particular template I can see a red "A" symbol in the status column when viewing the payment in a list. What does this mean?