Account Register - Overview
The Account Register lets you enter a payment to a vendor or a receipt from a customer in an easy-to-use, checkbook-register window.
Note: You can use shortcut keys to move around easily in the register.
Entering
transactions in the Account Register
The grid format makes entering payments and receipts fast and easy.
Editing
Account Register transactions
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
Is
this an entry you make on a regular basis?
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.
Want
to change the way the Register displays transactions?
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.