To make working with items easier, you can use their templates.
Template management
You can manage templates (create, delete, edit) in Settings -> Registers administration -> Items -> Document items templates.
Click the Add button to create a Template. A form will then be displayed for entering the name of the template, the method of use (value or percentage) and the rows of the items themselves.
Saving a new template from invoice items
A very efficient option is to save item templates directly from the document detail in wflow.
In the document detail go to the items section, in the top right corner after clicking on the multiple options icon (three dots) you will see the option to save the line items as templates.
Adding a template in Rossum
You can also use an item template in Rossum. In the Documet items, go to the Item Templates section and choose a suitable template from the list.
If you haven't found what you were looking for, feel free to contact us via the chat bubble in wflow.com on the bottom right. 🤝