Overview
The Sales Journal toolbar gives the user (if given the appropriate permissions) numerous capabilities within the journals of InFocus. A list of those capabilities follows.
| • | New - Creates a new journal transaction. |
| • | Save - Saves the current journal transaction. |
| • | Void - Voids the current journal transaction. |
| • | 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 the transactions are entered, the user can then post all of the transactions within the batch. |
| • | Recurring Entry - Allows a user to enter recurring entries. |
| • | Delete - Deletes the current journal transaction. |
| • | Bookmark - Bookmarks the current journal transaction for future retrieval. |
| • | 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 provides additional functions available in the journal (described below).
Tool Button Options
| • | 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 the transactions are entered, the user can then post all of the transactions within the batch. |
| • | Recurring Entry - Allows a user to enter recurring entries. |
| • | Linked Transaction - This option becomes enabled when a previously entered entry is recalled to the screen. The option will bring up a window showing all cost transactions that are associated with this invoice. The window also allows you to unlink transaction or link to transactions that are not linked to any other invoice. There is a print icon that will generate a report of all the linked items. |
| • | Bookmark - see above |
| • | Change Period for Current Revision - This will change the G/L Period for all of the line items entered on the current version of the journal entry. |
| • | Change A/R Account - Allows the user to change the A/R Account for the current transaction. |
| • | Show Unposted - Shows unposted Sales Journal transactions for a specific G/L/ period. |