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| Toolbar Icons | Description |
|---|---|
| Apply Documents | Opens the Apply Documents window allowing the user to apply this receipt to one or more open transactions. |
| Delete | Prompts the user, Are you sure you wish to delete the transaction? OK or Cancel. Selecting OK - Deletes the transaction, selecting Cancel, cancels the delete. |
| Grid Layout | Opens the Saved Grid Layout dialog. |
| Journal Details | Opens the Journal Details window showing the Journal Entry for this transaction. Until the transaction is posted, this is a temporary journal entry so no Journal ID will be assigned. |
| New | Allow user to add a new AR Cash Receipt Transaction. |
| Notes | Opens the Notes window filtered for the appropriate Note Type(s). |
| Opens print window showing any applicable printable reports. | |
| Save | Saves the transaction. |
| Fields | Description |
| AmountThe | receipt amount. Required to Approve or Post. Must be >0.00. Provide A Text Box used to enter the dollar amount of the payment you received. The amount is required to Approve and/or Post and must be >0.00. If not, the message "Amount must be greater than 0.00." will be displayed. This field is only editable while the transaction status is "New". Linked Database Field: ERPx_#####.#####. |
| Applied | |
| Checkbook | |
| Comment | |
| Currency | |
| Payment # | |
| Receipt Date | |
| Receipt Type | |
| Received From | |
| Status | |
| Unapplied |
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