When creating a template, some information is not preserved in the template. For example, Phase information is not saved in the template when creating a template from 3-5 Jobs (Accounts Receivable); however, you can print a report that shows that information.
| 1 | On the File menu, click Save As Template. |
| 2 | On the Save Template window, in the Template Name box, type the name of the template. |
| 3 | Click OK. |
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For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.