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Defaults | Type

Use this to change the default 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 Type.

 

Defaults | CustomerID

Use this to set, change or cancel the default CustomerID. If there is a default CustomerID 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 Payments and Credits whenever possible after requesting Post Current. This is initially unchecked since usually there are not outstanding Payments and Credits to apply to. See Options | Post Current for further details.

 

Defaults | Apply Payment/Credit after Post Current

Check this when you want to Apply a Payment or Credit to outstanding Invoices and Credits 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.