Add a New Transaction or Transaction File

After selecting the type of transaction that you want to create, you can add a new transaction or a new transaction file (a group of transactions) on the main form. Grouping transactions by file is useful if you want to modify or post multiple transactions at one time.

To add a new transaction or transaction file:

1. In the Navigation pane, select Transaction Center > Transaction Entry.
2. Select the type of transaction that you want to create (for example, Journal Entries or AP Vouchers).
3. On the main form of the selected transaction type, select one of two approaches:

   Option	Description
   + New <Transaction Type> File	If you are using files to group transactions, click this option and then use the New File dialog box to specify a filename and other details for the transaction file.
   + New <Transaction Type>	If you are not grouping transactions in files, click this option.

4. On the details form, enter details for individual transactions such as the reference number, transaction date, and description for the transaction file.
5. In the Project Information grid, click the Description field to associate project information with the transaction file.
6. Click Other Actions to specify control totals, set up currency override, or set the transaction as recurring.
7. If you are using files to group transactions, click + New <Transaction Type> to add another transaction.
   Transactions that belong to the same file display when you use the search bar on top of the form or when you click in the search bar.
8. Click Save to save an individual transaction.

You can finalize the transaction by posting.