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Mar 26

Using Templates (Part 1 of 2)

You can streamline certain input screens in Peachtree, such as Sales/Invoicing by creating a template that only shows the fields you need. To do so, click the Template button the toolbar and then assign a template ID, such as My Template. You can then click on any field not marked as required to toggle the Show or Hide setting. Select Set Template as Default to make this be the standard input screen.