Copy a Transaction

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Module:  Accounts Receivable    

Applet:  Sales Journal

 


Description - The ability to copy transactions is useful when little to no data changes between transactions (rent, for example). The steps to copying a transaction are as follows.

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

Step 2 - Select Copy from the toolbar.

Step 3 - Up to four pieces of information will be required to proceed. They are 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 Field requested depends on the journal. For example, 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. 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 (available based on Global Settings).

Journal_Copy_ReceiptJour