Add File Layout Template

Add a File Layout: From a Template

Path: Setup > File Layout > Add a New File Layout > Template

This section explains how to quickly add a new file layout by selecting from a list of predefined templates. This is one of two ways to add a file layout; the other is manually.


Steps to Add a New File Layout from a Template

  1. Click on Add a New File Layout.
  2. Select the Template option.
  3. Under "Add File Layout: From a Template," choose your desired file layout from the provided list:
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    • BizBank Payouts
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    • SureBank PHI

 


MAXMONEY Developed by MYCOMAX MICROFINANCE SOLUTIONS. Novamesh 18/06/2026