Entering a Transaction - Header
- No.
- Paste Special
Select from another Number Series
- The Transaction Number of a new Transaction is provided automatically by Books by HansaWorld. The default is the first unused number in the first valid number sequence in the Number Series - Transactions setting. You may change this number, but not to one that has already been used.
- If you have not defined any number sequences in the Number Series - Transactions setting, the Transaction Number sequence will start at 1 and continue consecutively. If you want the sequence to start from another number, change the Transaction Number of a Transaction before saving it. Books by HansaWorld will then continue the sequence from there.
- If you are using the Warn on non-sequenced Transaction Number option in the Transaction Settings setting, you will be given a warning if you enter a new Transaction whose Transaction Number is lower than the previous Transaction Number used. You will still be able to save the Transaction (assuming the new Transaction Number has not already been used, and assuming it is in a valid Number Series).
- If you are working in a multi-user environment, the Transaction Number will be assigned when you first save the Transaction.
- Trans. Date
- Paste Special
Choose date
- The date when the Transaction took place. The last used Transaction Date is offered as a default.
- Text
- A short description of the Transaction.
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