Create a new entry
Click on the "Entries" button and then click on the button related to the entry you want to post
or
Use the short from the Home screen (or the form toolbar) and click on the "To Do" button then "Create New" then the type of entry you want to post
If you followed the first option from either entry menu (highlighted in blue) or from the dark gray toolbar click on the "New" button
Then follow the steps below:
1- Enter the transaction date, Description and any other entry specific details outside the grid
2- For Journal Entry (JE) & Guided Entry (GE) entry types, to select an account by entering inside a cell under columns "Account Name" and "Account ID" a selection screen will pop up where you can select or search for the account that should be included in that row
3- Select Dr/Cr (if applicable) and enter the amount and the line description
4- Click on the "Validate" button to validate the entry. If there are any errors in your entry a message will explain what needs to be adjusted
5- When the entry is validated successfully, the "Save" button will be enabled. Press the "Save" button to save the entry
 
Edit an entry
Click on the "Entries" button and then click on the button related to the entry you want to edit
Select the fiscal year where the entry was saved and enter the Transaction No. and press enter to display the entry
Press on the "Edit" button
Then follow the steps below:
1- Edit any details outside the grid
2- You can edit the GL amount inside the grid but you can not add or delete existing rows
3- Click on the "Validate" button to validate the entry. If there are any errors in your entry, a message will explain what needs to be adjusted
5- When the entry is validated successfully, the "Save" button will be enabled. Press the "Save" button to save the entry
Notes:
1- You can not edit an entry in a "Locked" fiscal year
2- You can not edit a Sales Order if it was invoiced
3- You can not edit a Sales Invoice if a Receipt was made to it
Click on the "Entries" button and then click on the button related to the entry you want to delete
Select the fiscal year where the entry was saved and enter the Transaction No. and press enter to display the entry
Press on the "Delete" button
 
Notes:
1- You can not delete an entry in a "Locked" fiscal year
2- You can not delete a Sales Order if it was invoiced
3- You can not delete a Sales Invoice if a Receipt was made to it
Delete an entry
 
 
Copy an entry
Click on the "Entries" button and then click on the button related to the entry you want to copy
Select the fiscal year where the entry was saved and enter the Transaction No. and press enter to display the entry
Press on the "Copy" button
Notes:
1- Only applies to Sales Order, Journal Entry and Guided Entry
2- You still need to validate and save the new copied entry
 
Click on the "Entries" button and then click on the button related to the entry you want to reverse
Select the fiscal year where the entry was saved and enter the Transaction No. and press enter to display the entry
Press on the "Reverse" button
Notes:
1- Only applies to Journal Entry
2- You still need to validate and save the new reversed entry
Reverse an entry
 
Display an entry
Click on the "Entries" button and then click on the button related to the entry you want to display
Select the fiscal year where the entry was saved and enter the Transaction No. and press enter to display the entry
 
In any type of entry you can navigate and find an entry by selecting the fiscal year where this entry was saved and then following any of these methods:
- Enter the transaction no, then press enter
- Use the blue navigational arrows on both side of the "Transaction No." to either go to the first, previous, next or last entry
- Click on the "Find Transaction" button to select or search for the entry from a transaction list
Navigate through entries
 
These functions only apply to Journal Entry and Guided Entry and can be executed by clicking on the buttons on the right of the grids
These buttons do the following functions:
- Select Account: Opens the Account selection screen. The account selected from this screen will be entered in the cell that had the focus when this button was clicked
- Plug Diff.: Plug the difference between the Debit and Credit. The plunged amount will be entered in the Amount column of  the row that had the focus when this button was clicked
- Delete Row: Delete the current row
- Clear Grid: Clear the grid from any entered data
Entry grid buttons
 
Create an invoice for a specific sales order
An order can be invoiced with any of the following two methods:
After selecting an open Sales Order click on the "Invoice" button in the dark gray toolbar which will take you to the "Sales Invoice" entry form with the relevant invoice details populated
or follow these steps below:
1- Create a new invoice
2- Select a customer from the dropdown box
3- In the "Sales Order ID" field enter the sales order number to be invoiced or click on the "Find Sales Order" button to search for the sales order and select it
Notes:
1- Changes can still be made to an invoice created based on a specific order
2- The invoice needs to be validated and saved
3- An invoice can be created without a Sales Order created first