Entering a Transaction - Header
- No
- Paste Special
Select from another Number Series
- The number of the Transaction. The default is the first unused number in the number sequence allocated to the current user on the 'Serial Nos' card of their Person record or specified in the Number Series Defaults setting in the System module, or from 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 you first save the Transaction.
- 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 not one greater 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).
- 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.
