Templates

A template is a ready-made flow. Press + next to your canvas tabs, pick one, and it is placed on the current canvas. From there it is yours: every component in it can be moved, rewired or removed.

Templates are grouped by what you want to know:

• Basic — a blank canvas, and map backgrounds (Northern Europe, Western Europe including the UK) to lay accounts out by country.
• Cash visibility — for example Cash position report: every account added up, converted to one currency, and sent by email every day at 16:45.
• Business control and Finance control — more templates are on their way.

Templates are a starting point, not a mode. Nothing in a template is special: it is the same components you find in the palette, already wired.