Copy a Transaction

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Module:  Accounts Receivable    

Applet:  Receipt Journal

 


Description - Copying transactions is useful when there are little or no data changes between transactions (for example, rent). The steps for copying a transaction follow.

Step 1 - Recall the transaction to be copied to the screen.

Step 2 - Select Copy from the toolbar.

Step 3 - You will be prompted for up to four of the following pieces of information.

 

Check Number - The check number from the received payment that will be added to the transaction that you wish to copy (in the Receipts Journal).

 

Key Field - The key asked for depends on the journal used. In the Purchase Journal it is the vender invoice number; in Disbursements it is the check number.

 

Transaction Date - The transaction date depends on the journal used. In the Purchase Journal, it is the invoice date; in Disbursements, it is the check date.

 

G/L Period - G/L period for the new transaction. Must be an open period.

 

Mark New Entry as Posted - When checked, the new entry will be flagged as posted (availability based on Global Settings).

Journal_Copy_ReceiptJour