How to...
You can create, post, or delete a transaction file, and modify its details in related dialog boxes.
- Related Topics:
- 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. - Select a Transaction to View or Edit
You can view or edit an existing transaction file. - Modify a Transaction
You can modify a transaction or a transaction in a file before you post it. - Group Transactions
You can group transactions and then modify or post them all at the same time. - Make a Transaction or a Transaction File Recurring
Make a transaction or a transaction file a recurring one if you will be creating and posting it on a regular basis. - Make a Transaction or Transaction File Non-Recurring
You can stop the recurring instances of a transaction or transaction file. - Set or Modify Control Totals
You can set control totals that will be used to check transaction entries. - Delete a Transaction or Transaction File
You can delete a transaction or a transaction file. You cannot undo the deletion. - Override the Exchange Rate for a Full Transaction
You can override the exchange rate for a transaction. - Override the Exchange Rate for a Single Line Item
You can override the exchange rate for a single line item in a transaction. - Print Transaction Records
While working in Transaction Entry, you can print a transaction record from either the All Transaction form or from the Transaction Entry form. You can also specify the document and page formatting properties, field level information, and visual characteristics that are displayed on reports. - Review and Post Transaction Files
After entering transaction files, you can post them to make the data become a permanent part of the database. Posting updates your general ledger, subsidiary ledgers, and project files; it also allows you to generate up-to-date reports. It is recommended that you review all transaction files before posting. - Work with Supporting Documents and Transactions
You can upload supporting documents, files, and images for use with various transactions. Supported file types that you can upload include images, PDFs, Microsoft Word documents, and Microsoft Excel spreadsheets. Password-protected documents are not supported.
Parent Topic: Transaction Entry