Data entry-general

Data entry-general

Browse Box The browse boxes are a square with three dots along the bottom. The browse box that opens lists the items currently loaded in the system. You can search by either description or code by selecting the relevant radio button to green.
Drop Down Field You are able to select any options listed from these areas. To find items by typing, note that this is usually selected from the 'description' rather than the code used.
Modify This can be done if the entry is not Listed and Updated. Select the relevant Data Entry screen e.g. BSP Entry, and type in the document number and click on Modify. (Found at the bottom of the window). An alternative way to get the document on screen is to use the browse buttons on the bottom left hand corner of the window. You can go forwards or backwards in any current open batch. Once the document is on the screen, click on Modify and make your amendments. It is also possible to enter the first few numbers of the document and then press the TAB key and this will bring up the first sequential document beginning with these numbers. Now browse forward or back to locate the document you require.
 
Listed/ Updated It is not possible to modify an entry that has been list/updated. You must reverse the entry and re-enter it correctly. (Some entries cannot be reversed using the reverse button e.g.. Corporate receipts -these must be reversed manually using an opposite entry to the original)
 
Delete Retrieve the document number on screen. Click on Delete button at the bottom of the window. Answer YES-to "Are you sure?". Please note that documents can only be deleted prior to being Listed/Updated.
 
Reverse Only use the reverse button if a document has already been list/updated, otherwise use Modify. Go to the Options Tab and click on View All... This allows you to look at all documents from that data entry type. Retrieve the document(s) on screen by entering the relevant document number and then press enter or, use the browse arrows left or right on the bottom left hand side of the screen or, enter the first part of the document number and press the TAB key and then browse to the document. Click on the Reverse button when the entry you want is up on the screen. Click YES to 'Are you sure?' Then YES again to Document number already exists? If the question comes up do you want to reverse at original date select the option that is relevant, remembering that the date may already be closed for posting...
 
NOTE: Some entries cannot be reversed using the 'reverse 'button - mainly Receipts. Administrators can 'disable' any reversal or negative receipts based on specific users. Any Debtor or Corporate Receipt types must be reversed manually using an opposite entry to the original ensuring data integrity.