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Defaults menu |
  
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Defaults menu |
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Defaults | Type
Use this to change the default transaction Type. The default Type is entered for you when you Insert a new transaction. When there is only one Type available this field is grayed out. Otherwise, you can choose a different default transaction Type.
Defaults | Payment Hold
Use this to change the default Payment Hold. The default Payment Hold is entered for you whenever you Insert a new transaction. When this option is checked a new transaction will have its initial Payment Hold setting checked. When this option is unchecked a new transaction will have its initial Payment Hold setting unchecked.
When a Supplier is specified whose Payment Hold is checked that will override this setting. When a Supplier is specified whose Payment Hold is unchecked that will be ignored.
This means that if either this setting or the Supplier’s setting of Payment Hold is checked then the Payment Hold setting for the transaction will be checked. If this setting and the Supplier’s setting are both unchecked then it will be unchecked.
Regardless of any initial Payment Hold setting you can also change it on an individual transaction basis.
Defaults | SupplierID
Use this to set, change or cancel the default SupplierID. If there is a default SupplierID it is entered for you whenever you Insert a new transaction. When checked, the current default is shown and is used for new transactions. When unchecked there is no default. To change an existing default first uncheck it. To set an unchecked default to the current value in the field exit the field, if applicable, to make sure that the value displayed has been posted and then check it.
Defaults | Date
Use this to set, change or cancel the default Date. If there is a default Date it is entered for you whenever you Insert a new transaction. When checked, the current default is shown and is used for new transactions. When unchecked there is no default.
Defaults | Amount
Use this to set, change or cancel the default Amount. If there is a default Amount it is entered for you whenever you Insert a new transaction. When checked, the current default is shown and is used for new transactions. When unchecked there is no default. To change an existing default first uncheck it. To set an unchecked default to the current value in the field exit the field, if applicable, to make sure that the value displayed has been posted and then check it.
Defaults | Apply Invoice after Post Current
Check this when you want to Apply an Invoice to outstanding Checks and Debit Memos whenever possible after requesting Post Current. This is initially unchecked since usually there are not outstanding Checks and Debit Memos to apply to. See Options | Post Current for further details.
Defaults | Apply Check/Debit memo after Post Current
Check this when you want to Apply a Check or Debit Memo to outstanding Invoices after requesting Post Current. This is initially checked since usually there are outstanding Invoices to apply to and it is usually convenient to do it now. See Options | Post Current for further details.
Defaults | Issue Warning when Nothing to Apply To
Check this when you want the system to notify you that there are no transactions this transaction can be applied to after requesting Post Current and you have checked “Apply…after Post Current”. This is initially unchecked since you can also realize this when the system simply returns after the Post Current. If there were transactions to Apply To they would have been presented to you.
Defaults | Debit/Credit Balance
In either the Debit or Credit column of the Detail panel you can press [Ctrl+D] or select Defaults | Debit/Credit Balance from the menu or double-click your mouse and the system will automatically fill in the applicable Debit or Credit amount to balance this transaction.