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Description:
| Toolbar Icons | Description |
|---|
| Auto Apply |
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| Delete | Deletes the record. When clicked, a warning prompt will appear: "Are you sure you want to delete this record?". Click "OK" to confirm, or "Cancel" to return without deleting. |
| Grid Layout | Clicking the Saved Grid Layout icon allows the user to save a new view for the grid layout. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views for vendors that have high volumes of activity, to separate transaction types (i.e. Invoice specific vs. Credit Memo specific), etc.  The bolded view is the default view, which will determine the view will automatically display in when opened.
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| Journal Details |
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| New | Opens a new blank transaction record for data entry. This toolbar icon is always enabled. |
| Print |
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| Save |
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| Fields | Description |
|---|
| Account Type |
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| Amount |
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| Checkbook |
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| Date |
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| Description |
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| Received From |
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| Reference # |
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| Remaining |
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| Status |
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| Type |
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Grid Section
Transactions Tab
| Column Headers | Description |
|---|
| Applied Amount |
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| Credit Account |
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| Description |
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| Doc No |
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| Original Amount |
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| Remaining Amount |
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| Transaction |
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| Trans Date |
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| Trans Type |
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| Unapplied Amount |
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Technical Details
Technical Details