Overview
The Purchase Journal toolbar gives the user (if given the appropriate permissions) numerous capabilities within the journals of InFocus. Below is a list of those capabilities.
Buttons
| • | New - Creates a new journal transaction |
| • | Save - Saves the current journal transaction |
| • | Void - Voids the current Journal Transaction. |
| • | Recurring Entry - Allows the user to have an entry that is recurring for a given number of cycles. |
| • | Copy - Copies the current journal transaction to the journal. |
| • | Batches - When clicked, a batches box will pop up. Batches are a way for a user to manually input transactions into the system and check them against the batch total. Once all of the transactions are entered, the user can then post all of the transaction within the batch. |
| • | Delete - Deletes the current journal transaction. |
| • | Bookmarked - Shows whether or not the current journal entry has been bookmarked or not. |
| • | Documents - Opens the Document Management pop-up. There you are able to upload, view, modify and delete archived documents. |
The Tools Button on the Toolbar gives the user additional functions available in the journal (described below).
Buttons
| • | Batches - see above |
| • | Recurring Entry - Allows the user to have an entry that is recurring for a given number of cycles. |
| • | Change A/P Account - Allows the user to change the A/P account for the current journal entry. |
| • | Bookmark - Bookmarks the journal entry for future retrieval. |
| • | Change Period for Current Revision - This will change the G/L period for the current journal revision. |
| • | Show Unposted - Shows unposted journal entries for a given G/L period. |