Account Register - Overview

The grid format makes entering payments and receipts fast and easy.

Enter a transaction in the Account Register

You can directly edit only those transactions that originated on the Account Register. These transactions are marked by an icon in the Edit column.

You can drill down to most transactions on the register that originated from other Task windows. Some of the transactions you cannot drill down on are:

• the reverse portion of a general journal entry
• beginning balances
• opening balance lines
• applied prepayments for payments
• applied prepayments for receipts

Edit a transaction in the Account Register

Recurring transactions are complete transactions you set up to happen on a set timetable—monthly, quarterly, yearly, etc. An example would be if you have a contract with someone to provide a monthly service.

Make a recurring Account Register entry

You can sort the transactions that appear in the Account Register according to a number of criteria, including date. If you sort transactions by date, you can also filter out ones you don't want to see.

Sort transactions on the Account Register

Filter transactions by date on the Account Register