Entry window

Entry windows are used to make entries (entry lines). For example:

• Financial entries
• Invoices
• Sales orders
• Actual costing lines
• Periodic wage entries

Most important for an entry window is that it enables you to record entry lines quickly. Sometimes you can record extra data that applies to all entry lines in the entry window.

Each entry window has been fully tailored to the specific process you are using. This is why entry windows for different functions (or even different journals) may differ.

Description

The layout of an entry window is always based on a specific entry layout. Often, during the configuration of a window, it has already been linked to the journal, so while making entries you are automatically presented with the correct entry layout.

Example: 

The following entry layouts are available for the sales journal (in Financial):

• Financial entries (Sales entry currency) (Profit)
• Financial entries (Sales entry) (Profit)

  You can link the 'Financial entries (Sales entry) (Profit)' entry layout by going to the sales journal properties. This ensures the entry layout will appear by default when making an entry in the sales journal.

If the entry layout has not been linked in the configuration, the user will have to first select the desired layout before making an entry.

The entry layout usually contains a header line and entry lines. The header line often contains a year and period while the entry lines contain the actual entries. The footer contains detailed information for the selected entry line. Below is an example of a sales order entry window:

Changes in sorting order, column colour, etc. are saved in your personal settings.

Preparation

• Configure an entry layout

Procedure

• Add an entry

  This topic is a general explanation on how to use entry windows. Most entry windows are explained individually in the KnowledgeBase.

• Date field in the entry window

  Profit always prompts for a date in date fields. There are several ways to change the date.

• Edit multiple lines in the entry window

  You can select entry lines and perform an action that applies to all the selected lines.

• Change columns in the entry window

  In the line section, you can move, hide and align columns.

• Sort lines in the entry window

  You can sort lines by one or more fields. Sorting is not possible in all entry layouts: if an entry layout has a pre-defined sorting order, you can't change it.

• Search in entry lines

  You can usually find an entry line by searching for a value in the active column of the entry layout.

• Hotkeys

  You can use hotkeys in the entry program.