7 Go into the Quick Entries on Banking and General Ledger tab, Maintenance.
9 Enter/Modify existing entries. Choose a name for your quick entry and default amount
10 used as a base for calculations. Determine type of entry i.e. page for which
11 the quick entry is designed for. Last two input fields defines default base
12 amount used at the start of calculations, and description of base amount used
13 as remainder during quick entry usage.
15 If you press the Edit link on a Quick Entry you get a new form below where you
16 can edit the sequence of operations performed on base amount (Quick Entry Lines).
18 Every operation defines how the amount posted to selected account is calculated.
19 Currently following type of operations are defined:
21 a) Post constant amount to selected GL account.
22 b) Post percent part of base amount to selected GL account
23 c) Post taxes for selected item tax type, using base amount as net value.
24 d) Post taxes for selected item tax type, using base amount as value with tax included.
25 e) Post remainder from previous calculations to selected GL acount.
27 After most operations the base amount can be increased, decreased or not changed
28 depending on option selected. For every operation you can also select a dimension(s)
29 if you want to keep track of a dimension.
31 You normally don't need more lines for this quick entry if this is type Phone
32 bill, gazolin or other kind of simple bills. Later on you can create
33 more sophisticated entry lines.
35 If tax should be includes in the base amount you can first select a line
36 'Tax included, reduce base and select the correct item tax type.
37 And a line with 'Remainder' put on the account you want to put the rest on.
43 In the Bank Payments / Deposits form there are an option for selecting Quick
44 Entries, if you have defined some. After that a list shows up with the quick
45 entries for the respective Payments / deposits and an amount field.
46 Here you enter the base amount for calculations performed during the quick
47 entry to make ready for you. Then press the 'Go' button to enter GL lines.
52 The quick entries can do a lot more than this simple kind of entry.
53 You can define them to be used in the GL entry form as well by
54 selecting type 'Journal'. Then they will show up in the Journal Entry page.
55 The constraints on negative values has been taken away, so you can create
56 very sophisticated lines. F.i. if you want to post import VAT for something
57 bought overseas, you can enter a VAT line with incoming VAT. This will be
58 the same sign as the amount. You select the 'Post percent part' and enter
59 the percent amount in the amount field, f.i. 9 for 9% VAT. And another line
60 with the outgoing VAT with the same percent and amount (remember to set
61 this as -9 for correct posting).
62 You can also use the 'Post percent part' for depreciations,
63 create fixed amount lines (Post Amount) etc. etc. You can have as many lines as you want
64 or need. Remember nothing is posted before you press the Process button in
65 the bank payments/deposits/journal entry/supplier invoice/credit forms. You can always delete the lines
66 or leave the form and nothing has been performed. You might have entered
67 something wrong on one or more quick entry lines and want
68 to go to Quick Entries again and change something.