| Anchor | ||||
|---|---|---|---|---|
|
Search Optifacts User Documentation
| Live Search | ||||
|---|---|---|---|---|
|
Table of Contents (on this page)
| Table of Contents | ||||||
|---|---|---|---|---|---|---|
|
Introduction
This document provides instructions for deleting transactions in Accounts Receivable.
Procedure
Add Transaction
From the Optifacts main menu:
Select Option 1 – Accounts Receivable and press Enter.
Select Option 1 - Daily Routines and press Enter.
Select Option 1 – Add a Transaction and press Enter.
The Customer Database Modification form is displayed on the screen.
- Enter the Date Out for the Transaction and press Enter.
- Enter the Account Number and press Enter.
- At the Invoice Amount Box, enter a question mark (?), and you will see a help screen that gives you suffixes and prefixes.
| Info |
|---|
|
- After entering all the data, confirm that the entry is correct and press Enter.
Examples: If you are making multiple entries, the previous entries get displayed at the bottom of the screen.
- Press the Escape key or Ctrl-R to exit the form.
Edit Transaction
From the Optifacts main menu:
Select Option 1 – Accounts Receivable and press Enter
Select Option 1 - Daily Routines and press Enter
Select Option 2 – Edit Transactions and press Enter
- Enter the Access Code for the entry you wish to edit.
The selected transaction is displayed on the screen.
- Make the necessary adjustment(s) and press confirm by pressing “Y” in the Correct? Field.
The change gets noted at the bottom of the screen.
- Press the Escape key or Ctrl-R to exit the form.
To view and download these instructions as a PDF file, click on the following document image.
| View file | ||||
|---|---|---|---|---|
|