Procedures
After you open a unit transaction file, you can work with it on the Transaction Entry form and related dialog boxes.
Related Topics:
- Add a New Unit File
You can add a new unit file in Transaction Entry. - Modify a Transaction File
You can modify a transaction file before you post it. - 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. - Delete a Transaction File
You can delete a transaction file. You cannot undo the deletion. If you delete a transaction file in error, you must re-enter the transaction file. - Upload a Document on the Supporting Document Dialog Box
You upload a supporting document so that you can attach it to a transaction. - View Supporting Documents
You can preview a document on the Supporting Documents Dialog Box. - Attach a Document to a Units Transaction Line
Associate documents with the voucher and with each associated transaction in the Units grid. - Automatically Associate a Document with New Transaction Lines
You can automatically associate a document as you create new transaction line items on the grid. - Associate a Document with All Existing Transaction Lines
You can associate a document with all existing transaction line items for the transaction record that you are working on without the need to do it one transaction line item at a time. - Remove a Document’s Association from a Transaction
Use this feature to remove documents that are associated with a transaction. - Remove a Document’s Automatic Association with New Transaction Lines
You can disable the automatic association of documents with new transaction lines. - Delete a Document from all Transaction Lines
You can delete a document that's associated with multiple transaction lines.
Parent Topic: Units