Overview
The Disbursement Journal Toolbar gives the user (if given the appropriate permissions) numerous capabilities within the journals of InFocus. Below is a list of those capabilities.
Field Definitions
Toolbar Options
| • | New - Creates a new journal transaction |
| • | Save - Saves the current journal transaction |
| • | Copy - Copies the current journal transaction to the journal |
| • | Void - Voids the current Journal Transaction |
| • | Delete - Deletes the current journal transaction |
| • | 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. |
| • | Bookmark - Bookmarks the current journal transaction |
| • | Bookmarked - Displays a list of Bookmarked transactions for quick reference |
| • | Documents - Opens the Document Management pop-up. There you are able to upload, view, modify and delete archived documents. |
| • | Recurring Entry - Allows the user to have an entry that is recurring for a given number of cycles |
| • | Print - Prints the Journal Single Transaction Report |
Menu Bar - Tools
The Tools Button on the Toolbar gives the user additional functions available in the journal (described below).
| • | Auto-balancing - Allows user to enable auto-balance for journal entry. Available types of Auto Balance include: |
| o | Top Down - Distributes the remaining Header Amount listed into each new line item. |
| o | Bottom Up - Enters the sum of the line items into the Journal Header Amount |
| • | New Entry On Save - If On is selected, a new Journal Entry screen will load when saving another Journal Entry. Otherwise the saved Journal Entry remains loaded on the screen. |
| • | Change Period for Current Revision - This will change the G/L period for the current journal revision |
| • | Change Bank Account - Allows the user to change the Bank account for the current journal entry |
| • | Show Unposted - Shows unposted journal entries for a given G/L period |
| • | Print Check - Prints a check for the currently loaded Journal Transaction |
| • | Bookmark - Bookmarks the journal entry for future retrieval |
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