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Topic starter
15/07/2026 12:46 am
Just started a trial. Need to set up recurring tests for AP, payroll, etc. Don't want to rebuild from scratch every quarter.
Walk me through making a single template I can reuse. Not interested in advanced analytics or extra modules. Just the basic steps to save time.
What fields are absolutely necessary? Can I lock it down so the team doesn't add unnecessary steps later? How do you handle linking to the same evidence each time?