3. Enter & Post Transactions Tab - Creditors Control
Use the Enter and Post Transaction option to record any transactions that were handled outside of the Win Accounting Software
This section is provided as a means to keep your accounting records and data within Win Accounting 100% accurate, even when transactions are completed through brick-and-mortar business methods
Easily enter, manage and post unlimited transactions using the Enter and Post Transactions tab
Create and use unique User Batches in order to speed up your entering and posting transaction process even further & the Document Analysis Reports to quickly and easily view a history of all transactions
Getting Started
To start Entering Transactions, begin by selecting/creating a Batch
This is done by entering an existing Batch Code or by using the Batch Code Lookup Button
Batches within the Enter and Post Section are unique to those created in Document Capture
Insert a New Batch by assigning a Batch Number, the Batch Date, as well as a Batch Description
Entering Transactions
Once you've created/selected your desired Batch, easily enter transactions with a click of a button
Select the Transaction Type followed by the "Insert" button
Once desired transactions have been entered, Print Unposted Items, Print Remittance Advice or Post the transactions with ease
Creditors Batch Control Report
Keep track of all batches/transactions posted throughout Win Accounting's Creditors Control Module
Use the valuable information to keep track of all business payments, and easily refer back to this data when setting budgets and performing audit trails
The contents of 3. Enter & Post Transactions Tab - Creditors Control
