Next Generation - Access the Action Panel from Cash Book

You can access different areas of the system directly from a cash or bank type account in the Cash Book option of the Financials Module.

To open the Action Panel from

Click Financials then click Cash Book.
- Note: All cash and bank type accounts are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
Select the checkbox for the record you wish to work with.
- Note: The Action Panel automatically opens from the right-hand side of the screen which gives you access to multiple tabs and action cards.

Note: The Action Panel is only available when you select a single record. All action cards are security profile permission driven, so you might not have access to all of the listed areas listed below.

The actions on the Action Panel are:

Tabs	Description
Enquiries section	You can access all actual or posted transactions for the selected account as well as view all batched transactions.
Cash Book section	You can access the following options which will open up different transactions Cash Book Payment opens Debit VAT Journal. Cash Book Receipt opens Credit VAT Journal. Cash Book Transfer opens Nominal Journal. Currency Transfer opens Currency Transfer.
Sales Ledger section	You can access the following options which will open up different transactions Add Sales Payment opens Sales Ledger Debit Adjustment. Add Sales Receipt opens Sales Ledger Receipt. Bulk Receipts opens Bulk Receipts.
Purchase Ledger section	You can access the following options which will open up different transactions Add Purchase Payment opens Purchase Ledger Payment. Add Purchase Receipt opens Purchase Ledger Credit Adjustment. Remittance BACS opens Remittance BACS.
Insert section	You can access the following options which will open up different transactions Insert Journal opens Nominal Journal. Insert Debit VAT Journal opens Debit VAT Journal. Insert Credit VAT Journal opens Credit VAT Journal.
Account Code section	You can access the following options Change Code - allows you to change the code of your selected account. Merge Code - allows you to merge 2 accounts together.
View section	You can access the following options which will open up different transactions View Projects takes you to the Project Records screen. View Dashboard takes you to your Dashboard. View Account Record opens the Nominal Account in edit mode.

The Bank Rec Tab allows the import or download of a Bank Statement, View Statements, Clear Statement Import Mapping and Reset Bank Feed Link.

For more information on how you can use the Bank Reconciliation functionality using AI Auto Matching, please refer to our Everything you need to know about Bank Reconciliation using AI Auto Matching article which takes you through step-by-step guidance on you can set it up.

Next Generation - Access different modules and transactions directly from the Cash Book via the Action Panel

Next Generation - Multi Entity and Nominal Debit or Credit VAT Journals

Next Generation - Post balance to contra account and post multiple contra entries explained

Next Generation - Setting the batch and other transaction options for any transactions

Next Generation - View and edit details on a Cash Book account