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What are the different template statuses and what do they mean?


From the Payment Templates screen, or when viewing the details of a payment template, you'll see one of the following statuses for each template:

Active - you can use this template to make payments.

Unchecked - you can't use this template until it has been checked. You'll only see this status if your administrator has activated the ‘Templates dual controlled' feature, which requires that any new or revised template is checked by a different user from the one who created or edited it.

Incomplete - you can't use this template because the user who created or amended it hasn't finished making changes.

Suspended - you can't use this template - unless you have the relevant privilege to reinstate it. Only users with the ‘suspend and reinstate templates' privilege can suspend (or reinstate) a template.

Cancelled - You can't use this template because it has been deleted.

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