Transactions Fields
This section includes the fields and descriptions for the Transactions workspace.
Card Part Actions
Button | Description |
---|---|
Click to refresh data in the current workspace. | |
Click to display the list view. | |
Save | Click this action button to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action button is disabled until additional changes are made. |
Revert | Click this action to undo changes made. |
Create Journal Setup | Click this action button to create a journal setup. |
Copy | Click this checkbox if you want the system to use local accounts for unrealized exchange rate variances |
Validate | This action copies lines from the journal setup selected in the "From Journal Setup" field. All lines are copied, and existing lines of the same name are silently overwritten. |
Create Posting Period Setup | Click this action button to create a posting period setup. |
Click this icon to export the rows from the current table to a spreadsheet.
Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive. |
|
Click this icon to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows. | |
Click this icon to maximize the table view. | |
Click this icon to open the Customize Columns window. |
- Related Topics:
- Journal Setup Tab
This section includes fields and descriptions for the Journal Setup tab of the Transactions workspace. - Posting Period Setup Tab
This section includes fields and descriptions for the Posting Period Setup tab of the Transactions workspace.
Parent Topic: Transactions