Creating Templates

Overview

This article contains information on how to create a new template or edit an existing template in Exchange. Templates are used to associate rules and exceptions for automatically processing time in Bullhorn Time & Expense.

Steps

1. From the Configurations menu in Exchange, select Create Template.
   
   
2. In the Template Name field, enter a name to help identify your template.
   
   • If you are processing time for multiple VMS files containing the same client name, it is helpful to name the template in a manner that indicates any differences.
3. Complete either the Customer Associations or Branch Associations sections.
   • The most common usage will be to define the list of customers to which the template applies.
   • This will limit the scope of suggested matches to this list of clients.
4. Use the Sources drop-down to identify the source system of the files.
   • This filters for Dashboards and Reporting.
     
5. Select Submit when you are ready to save your new template.