Difference between revisions of "Edit Transaction Screen"
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| − | This screen allows you to edit | + | This screen allows you to edit transactions that have not yet been posted, and is divided into the following sections: |
| − | * [ | + | ==Transaction Details== |
| − | * [ | + | |
| − | * [ | + | This section will display the transaction details, and contains the following buttons: |
| − | * [ | + | |
| + | * [Edit] - Clicking this button will allow you to edit the transaction header so that you can update the transaction's details. | ||
| + | * [Delete] - Clicking this button will remove it from the system. This delete button will only appear if there are no entries. You must delete the entries first before attempting to delete the transaction. | ||
| + | * [Post] - Clicking this button will post the transaction to the General Ledger. After a transaction is posted it can no longer be edited. The posting will fail if the transaction is not in balance. | ||
| + | |||
| + | ==Transaction Entries== | ||
| + | |||
| + | This section allows you to create easy transaction entries quickly, and contains the following fields: | ||
| + | |||
| + | * '''Sequence ID''' - This displays the number of this transaction entry. | ||
| + | * '''GL Account''' - Select the relevant GL account from the drop down menu. | ||
| + | * '''Debit/Credit''' - Select whether this entry is a debit or credit transaction. | ||
| + | * '''Amount''' - Enter the amount of the transaction. | ||
| + | |||
| + | Clicking the [Add] button will create the transaction entry. After you have added a transaction entry, you may edit the entry using the following buttons: | ||
| + | |||
| + | * [Update] - You may change the entry details and click this button to save the new information. | ||
| + | * [Remove] - Clicking this button will remove the entry from the system. | ||
| + | |||
| + | Clicking the [Create Transaction Entry] button will take you to a long form to create a transaction entry. | ||
Latest revision as of 17:07, 18 December 2007
This screen allows you to edit transactions that have not yet been posted, and is divided into the following sections:
Transaction Details
This section will display the transaction details, and contains the following buttons:
- [Edit] - Clicking this button will allow you to edit the transaction header so that you can update the transaction's details.
- [Delete] - Clicking this button will remove it from the system. This delete button will only appear if there are no entries. You must delete the entries first before attempting to delete the transaction.
- [Post] - Clicking this button will post the transaction to the General Ledger. After a transaction is posted it can no longer be edited. The posting will fail if the transaction is not in balance.
Transaction Entries
This section allows you to create easy transaction entries quickly, and contains the following fields:
- Sequence ID - This displays the number of this transaction entry.
- GL Account - Select the relevant GL account from the drop down menu.
- Debit/Credit - Select whether this entry is a debit or credit transaction.
- Amount - Enter the amount of the transaction.
Clicking the [Add] button will create the transaction entry. After you have added a transaction entry, you may edit the entry using the following buttons:
- [Update] - You may change the entry details and click this button to save the new information.
- [Remove] - Clicking this button will remove the entry from the system.
Clicking the [Create Transaction Entry] button will take you to a long form to create a transaction entry.
