Copy a Transaction

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Module:  Accounts Payable

Applet:  Purchase Journal

 


Description - The ability to copy transactions is useful when little or no data changes between transactions, rent being one example. 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 then be prompted for up to four pieces of information, as follows:

 

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

 

Key Field - The key asked for depends on the journal. (For example, in Purchase Journal, it is the vendor invoice number; in disbursements the check number.)

 

Transaction Date - The transaction date depends on the journal. (For example, 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 (Only available based on global settings).

Journal_Copy_ReceiptJour

 

 

Step 4 - Click Save.