| Add a Recurring Entry Setup | ||
The following screen will appear:  Selecting the ADD record button will allow the user to enter information about a New Recurring Entry. Enter a unique Reference to this entry, Description, Beginning Date, and Ending Date. Depress the down arrow on the right of the Frequency field and select the desired frequency (Note: That there will be a blank listed in the pull down. This is the way VFP treats a combobox object. Otherwise the field will show some value even if the record is empty and no data has been selected. If this Blank is selected, the system will properly treat the field as still being empty and will prompt the user for the proper selection at the time the record is saved).
 If a reversed entry check the Reverse entry box. Enter a default reason for the generated entry.
The actual data entry occurs in the middle section. Once you tab out of the Reason Field the system will default to the first GL Account Number to be entered. The user must enter a G/L Account directly by typing in the account number. The system will default to the nearest G/L Account match as you type. Then once you hit the Enter/Tab key the system will default in the Account Title Information. Then enter the Debit or Credit Amount. Depress the "Add Details" button to add another G/L Account. The user may choose to delete a line in the template by selecting the appropriate line and depressing the ‘Delete Line’ button.  Enter the Debits and Credits until the Remaining Balance at the bottom of the screen equals 0.00.
 The Abandon changes action button is available at all times during an add operation. The Save record button will also show as available but will not allow you to save the record until the entier Recurring Entry Setup is in balance (debits = credits). Once the Entry is in Balance, the system will allow you to save the Recurring Entry. |
