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Overview:
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The "Rapid Edit" feature allows full
window editing as well as the ability to insert transactions within a batch
of un-posted journal entries. |
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What To Do: |
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1) |
From the 'General Ledger', select 'Transactions', then "Rapid
Edit". |
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2) |
A window appears
with the first field asking if account name or transaction descriptions are
to be displayed while performing "Rapid
Edit". Enter: 'N' for the account name or 'D' for transaction description. |
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Within the same
window, the second field asks if amounts, units or both should be
displayed. If one type is chosen, the
other cannot be changed in "Rapid
Edit". Enter 'A' for amounts, 'U' for units or 'B'
for both. Press <F2>. |
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3) |
The batch header
screen appears. Enter the 'Batch ID' of the batch to be
edited. Press <F2>. |
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4) |
The 'Rapid
Journal Edit Entry' screen appears.
Press: <TAB>or use
the arrow keys to move to the transactions to be edited. |
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5) |
If entries are to be
inserted, go into "Insert" mode <Ctrl-G>. The
transaction to be inserted is assigned the next available transaction number
in the batch. Enter the additional
transaction and press: Press <F2>. After pressing <F2>, the user is back to the 'Rapid Journal Edit Entry' screen. If more transactions are to be inserted,
press: [INSERT] and enter the
information for each transaction being sure to press: Press <F2>
after every new entry. The Batch Totals screen at the bottom is
updated every time <F2> is
pressed. |
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6) |
After the last
transaction is inserted or edited, press <ESC>. A message
appears asking if changes to the batch are to be saved. Yes or No can be entered here. After entering Yes or No, press <F2>. |
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7) |
The user is now back
to a batch header screen. Enter the 'Batch ID' to recall the batch. This screen must be updated to reflect the
changes that have been made to the batch.
Be sure the changes in the batch header screen agree with what is in
the batch. The two must agree in order for the batch to post. Press <F2>
after updating the batch header screen to see the totals. If the Remain
row at the bottom of the Batch Totals
screen contains zeros in every column, the two are in accord and the batch
may be posted. |