Entering a Transaction - Header
- No
- Paste Special
Select from another Number Series
- Transaction Number. When you enter a new Transaction, FirstOffice will enter the next unused number from the first record in the Number Series - Transactions setting. You may change this number, but not to one that has already been used. If you are working in a multi-user environment, the Transaction Number is assigned when the Transaction is saved.
- Trans. Date
- Paste Special
Choose date
- The date of the Transaction does not have to coincide with the date when the Transaction was recorded. The last used Transaction Date is offered as a default.
- Reference
- An optional reference field whose contents are shown in the 'Transactions: Browse' window.
- Text
- A short description of the Transaction.
