A template can be updated to make a permanent change (e.g., a change in vendor or a change in amount) that will affect all future payments. A template can also be made "Active" (to be able to be selected from the Templates Pending section of the Schedule screen) or "Inactive" (to remove it from the Templates Pending section of the Schedule screen, temporarily or permanently).

However, to change fiscal coding for one payment, (e.g., change a PCA or Index) the template should be scheduled, and then the Fiscal Coder should make the changes on the Distribute screen.

To make a permanant change to the template:

1. From the Payment Services menu, select Recurring Payments.

2. Click the Template tab.

3. Click Select next to a template to edit it.

4. The template will open on the Template screen and you can change the vendor, description, amount, etc., and save it.

5. Click Save & Continue when finished (to save the template and keep it on the screen) or Save & Clear (to save the template and clear the screen).