Registering entries
Menu path
System ➔ Finance ➔ Register ➔ Entries
Introduction
This document provides you the steps to viewing financial entries,
as well as modifying the details of financial entries and editing the financial
entry lines.
What version are you using?
The information in this document is applicable to product
update 407 and higher. If you have versions lower than this, certain features
explained here will not be applicable.
How do I modify the details of financial entries?
- In the overview screen, define the search criteria.
- Click Refresh.
- Select the relevant entry line, and click Zoom.
- Select the relevant journal, and click Zoom.
- Select the relevant financial entry, and click Change.
- In the Change screen, modify the necessary details.
- Click OK.
How do I edit the lines of financial entries?
- In the overview screen, define the relevant criteria.
- Click Refresh.
- Select the relevant entry line, and click Zoom.
- Select the relevant journal, and click Zoom.
- Select the relevant financial entry, and click Entry.
- In the journal entry screen, click Edit.
- Make the necessary changes.
- Click Close. For more information, see Creating
and maintaining bank or cash journal entries.
Fields
Created by
Type or select a person to display entries created by the
person.
Date created
Type or select a date or date range for which the entries were
created. Select the All check box to display entries created on all
dates.
Journal
Type or select the journal number in which the entries were created.
Buttons
Refresh
Click this to update the search results according to
the defined criteria.
Back
Click this to return to the previous screen.
Note: This button is enabled only after you have
clicked Zoom to view an entry.
Zoom
Click this to view the details of the selected entry. You
will see the following screen with the journal details, number of entries, and
the debit and credit amounts.
Change
Click this to modify or update the selected entry with
different criteria. The Transactions section is displayed when you click
the Advanced button. Click the Simple button to hide the Transactions
section.
Entry
Click this to view, edit, or create an entry. You can also
perform further actions to view and maintain the entry card, or create a debtor
or creditor.
Note: This button is enabled only if you have zoomed
in to a selected journal entry.
Close
Click this to exit.
Related documents
Main Category: |
Attachments & notes |
Document Type: |
Online help main |
Category: |
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Security level: |
All - 0 |
Sub category: |
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Document ID: |
12.234.927 |
Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
Release: |
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Attachment: |
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Disclaimer |