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

To make sure that you never forget any options you wish to add to your transactions, we have put all the transactions options together on the Save Options screen which is opened once you clicked save on any transactions that you were entering.

The Save Options window is available for Sales Ledger (Debtors), Purchase Ledger (Creditors) and Financials (Nominal Ledger) transactions.

What's on the Save Options screen?

Option	Description
Batch Transaction	You can select this option to batch your transactions to be able to revisit and edit later before you post it to the Nominal accounts. When selected the Batch Reference field is displayed that allows ten alphanumeric entries which are saved against your transactions. When the System Option Default Batch Reference to Empty is turned on, the reference field will always be blank. When the System Option Default Batch Reference to Empty is turned off, the reference field will retain the value entered.
Enter Receipt Now Enter Payment Now	Select this option if you want to enter the receipt or enter the payment straight after you have entered the invoice. When this option is selected, the Batch Transaction is disabled.
Allocate Transaction Now	Select this option if you want to allocate the transaction straight after you have entered the invoice. You can also set this option if you want to enter the invoice, receipt and then allocate for the sales ledger transactions or the enter the invoice, payment and then allocate for purchase ledger transactions. When this option is selected, the Batch Transaction is disabled.
Remember Customer Remember Supplier	Select this option when you want the customer or supplier to be prepopulated for you on a specific transaction, so you don't have to enter it manually.
Post Balance to Contra Account	Select this option if you wish to post the balance of your journal to a Contra Account. When selected, the Contra Account field is displayed prepopulated with your default bank account and can be changed.
Post Multiple Contras	Select this option if you wish to post separate balancing detail lines for each of the detail line of the journal.
VAT Contra	Automatically populated when entering a Debit and or Credit VAT journal with the default bank account that matches the transaction's currency.

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

Next Generation - Multi Entity and Nominal Ledger Post Journal Batch

Next Generation - Multi Entity and Nominal Ledger Post Recurring Journal Batch

Next Generation - Multi Entity and Nominal Ledger transactions and processing screens

Next Generation - Post a recurring accrual journal created for a sales ledger invoice or credit note