IMPORTANT: Please note that the general MS Word Finance Templates feature must be ENABLED on your system in the Options > Financial Settings > General tab, to utilise the new Plan/Program templates. Further information on this if required, can be found in the following article on Managing Financial Templates.

When your Plan/Program template(s) have been created uploading them to iinsight® is very simple and is done in the main Templates area of the system (found in the top left menu):

…and then under the Financial Templates tab by clicking the +New button:

Clicking the +New button will open the New Finance Template Window where you can enter the Name and Description of the Plan/Program template, as well as select the Template Type.

For the Template Type this needs to be set to either “Monetary Based Plan” or “Time Based Plan” depending upon the Plan/Program template you are uploading.

Once the Template Type is selected the Grouping, Subtotal by and Order by fields will be disabled (these are only required for Invoice Templates).

At the bottom of the window there is a box for you to drag/drop your MS Word created Plan/Program template file from your device (or you can click “browse” to use the file explorer to select the file).

Click OK to confirm the template details and file selected, and upload to your iinsight® system.