| Field | Description |
|---|---|
| Batch No | The form reference number automatically created on saving. Cannot be changed |
| Type | Normal – forms posted to the General Ledger
and creditors once activated Template - forms for creditor transactions repeated on a regular basis Defaults to Normal. Select from the list box to change |
| User | Displays the user login name and cannot be changed |
| Description | Details of the form. Type in the information |
|
When selected, the form posts automatically to the creditor account and General Ledger on saving. Otherwise, the form is activated by clicking Activate in the Ribbon. Not selecting Auto Activate leaves the form open for editing on saving and the transactions are not yet posted to the creditors or the General Ledger |
| Repeating Every | These fields are enabled when the Type is set to Template. Enter in the number and select the type - e.g. every quarter would be 3 months. |
| Next Posting | Enter in or select the date this form is to be posted at |
| Repeating End | ick if the transaction is to end and enter in the end date, otherwise leave unticked |
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