How to Edit an existing Cost Template

You can edit a Cost Template in the Administration / Costs menu.

This document will focus on how to "Edit" a Cost Template from the Administration / Costs menu.

In order to "Edit" a Cost Template, first locate the Cost Template that is to be edited. This can be done by using the Filters supplied in the Administration / Costs menu.

in this case the Cost Template to be edited is called "test1234"

Click on the Cost Template to highlight it.

Click the button on the top left-hand side of the screen. Highlighted above. This will open the "Edit Cost Template" screen.

Once the "Edit Cost Template" screen is open, it is now possible to edit the fields within.

When editing a Cost Template, it is best practice to utilize the "Description" and "Notes" fields. These will help identify the changes made to the Cost Template needed for later use.

The "Unit" and "Subtype" have several options which are listed below;

Unit - KM, Day, Trip, Other, and Miles.

Subtype - N/A, Rigid, Truck, and Trailer.

After all relevant fields have been entered, it is now time to update / save changes made to the Cost Template.

Click the button to update / save changes made to Cost Template.

(Optionally) Click the button to cancel updating / saving changes made to the Cost Template.

In Summary

- Select the Cost Template to be edited using the filters.

- Check that all information is relevant to the Cost Template.

- Select the button again to exit.

- (Optionally) Click the button to cancel any changes made to the Cost Template.

NOTE: It is best practice to double-check the Cost Template that has been edited. To do this simply:

- Select a Filters in the "Cost Template" screen

- Select the newly created Cost Template

- Check that all information is relevant to the Cost Template.

- Select the button again to exit.