Use this tab to specify the transaction type and select the file(s) that you want to work with.
Fields
The fields that display on the Transaction Entry form before you open a transaction file are common across transaction types.
| Field | Description |
|---|
| Transaction Type
|
From the drop-down list, select the type of transaction that you want to work with.
The transaction type list is filtered based on your security role's access rights. If you use Vision Multicompany, this list is further refined based on the active company. See the Accounting tab of Role Security () for more information.
|
Transaction Grid
Refer to the transaction grid for an overview of the transactions that are entered for the selected transaction type.
| Field | Description |
|---|
| Type
|
This field displays the type of transaction file.
|
| File
|
This field displays the name of the transaction file, as entered on the New File dialog box when the file was created.
|
| Creator
|
This field displays the username of the person who created the transaction file.
|
| End Date
|
This field displays the end date of the transaction file, as entered on the New File dialog box.
|
| Period
|
This field displays the transaction period, which is determined by the transaction file end date.
|
Display Options
Use these options to further refine the Transaction Grid results.
| Field | Description |
|---|
| Show only transaction files created by me
|
Select this option to view only the transactions that you created.
|
| Show Recurring Journal Entries Scheduled to
|
Select this option to view only recurring journal entries that are scheduled to post.
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