The purpose of the Checkbook Transactions List View is to show open transactions and create new transactions that update the Checkbook Balance. All checkbook transactions for Adjustments, Deposits, Reconciliations, and Transfers in a Status of New or Approved are included. From here, users can add new transactions or delete unposted transactions. When transactions are posted from this list view, the checkbook balances are updated. Each of these transactions has the potential to make a journal entry when posted.
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| Toolbar Icons | Description |
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| Delete | | Insert excerpt |
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| Delete - Global |
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| Delete - Global |
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| nopanel | true |
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| Edit | | Insert excerpt |
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| Edit - GlobalRecord View |
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| Edit - GlobalRecord View |
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| nopanel | true |
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| Excel | | Insert excerpt |
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| Excel - Global |
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| Excel - Global |
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| nopanel | true |
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| Favorites | | Insert excerpt |
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| Favorites Add/Remove - Global |
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| Favorites Add/Remove - Global |
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| nopanel | true |
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| Grid Layout | | Insert excerpt |
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| Grid Layout |
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| Grid Layout |
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| nopanel | true |
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| Help | | Insert excerpt |
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| Help - Global Icon |
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| Help - Global Icon |
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| nopanel | true |
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Inquiry Criteria| Insert excerpt |
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| Inquiry Criteria - Global | Inquiry Criteria - Global |
| Mass Update | | Insert excerpt |
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| Mass Update - Global |
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| Mass Update - Global |
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| nopanel | true |
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Status. |
| More Actions | | Insert excerpt |
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| More Actions - Global |
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| More Actions - Global |
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| nopanel | true |
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| New | | Insert excerpt |
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| New - Multi-Select |
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| New - Multi-Select |
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| nopanel | true |
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options for Adjustment, Deposit, Reconciliation, and Transfer. |
| Print | | Insert excerpt |
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| Print - Global |
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| Print - Global |
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| nopanel | true |
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| Fields | Description |
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| Checkbox | Used to select one or more records. |
| Date Field | The date of the (what is the date for) that was created by the transaction. Linked Database Field: ERPx_#####.#####. |
| Hyperlink | A hyperlink show the (Field Name) of the transaction. Clicking on the link opens the record view of the transaction. This field is not editable. Linked Database Field: ERPx_#####.#####. |
| Text Field | The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####. A (text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####. |
| Yes/No Lookup | A Yes/No lookup to identify whether or not the feature is turned on. The value defaults to "Yes" but can be changed at anytime. A value of "Yes" means that... A value of "No" means that... |
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