FAQ - Transaction Entry
I don't have access to certain ribbon buttons. Why?
Depending on the cursor's location, certain functions may not be available. For example, if the bank account row is not active (or selected), the Check printing and/or Direct deposit functions will not be accessible
Do I need to regularly save the Entry Input sheet to avoid losing entered entries
Entries are saved as you go. It is strongly recommended to regularly back up the company data (Home menu / Backup).
I'm missing an account to complete my entry. Can I add it without having to restart my entry?
It is possible to add an account or subsidiary while making an entry. To do this, you must access the Chart of Accounts menu and open the necessary sheet to add the missing item. Once added, simply return to the Entry Input sheet to complete the entry.
It feels like I've lost some entries. How can I make sure everything is there?
Transactions are usually displayed in order of transaction number. However, you can quickly change the display by clicking on the desired column header to sort (entry number, date, or note). The last sorting order is remembered and applied the next time the Entry Input sheet is opened. You can change the sorting as many times as desired!