You can now edit a custom template from the manage your custom template area.
To edit your custom template:
Click the Direct Debits tab on the left hand side.
Select File Upload.
Click Manage Templates.
Find the custom template from the Search Bar or Table
Click in the Pencil Icon under Actions.
Template Configuration
Within this area, you can change the following:
Template Name
Action Type
Template Type
File Header
Column Configuration
Available columns include:
Additional Reference
Customer Reference
Direct Debit Reference
Comment
Hover and click over an column title to drag and drop from Available Columns to Selected Columns.
The Available Columns include mandatory fields:
Amount
Date
Hover and click over a column title to reorder the fields in the Selected Columns.
To create a gap between the Selected Columns, click on Add Ignore Column.
To remove fields from the Selected Column, hover over the column title and click on the back arrow, to move the field back to the Available Column.
To save the custom template, click on Update Template.
šNote: You may only use either a Direct Debit Reference, Additional Reference or Customer reference to save the edited template.