Difference between revisions of "Cheque List"
From TrueERP wiki
(Created page with "== The Cheque List Overview == The Cheque List button allows you to view cheques prepared by using ERP and sort these cheques by various criteria, you can from this area print ...") |
|||
| (10 intermediate revisions by 3 users not shown) | |||
| Line 1: | Line 1: | ||
| − | == | + | <menu name=myMenu align=center> |
| + | Related Items= | ||
| + | [[Accounts Receivable Report]] | ||
| + | [[Accounts Payable Report]] | ||
| + | [[Bank Account Report]] | ||
| + | [[Bank Codes]] | ||
| + | [[Banking Reports]] | ||
| + | [[Cheque]] | ||
| + | [[Cheque Details List]] | ||
| + | [[Cheque List]] | ||
| + | [[Deposit Entry]] | ||
| + | [[EFT]] | ||
| + | [[Print Cheques]] | ||
| + | [[Reconcile]] | ||
| + | [[Reconciliation Reports]] | ||
| + | [[Reconciliation List]] | ||
| + | [[To Be Deposited]] | ||
| + | </menu> | ||
| + | == Overview == | ||
| − | The Cheque List button allows you to view cheques prepared by using ERP and sort these cheques by various criteria, | + | The '''Cheque List''' button allows you to view cheques prepared by using ERP and sort these cheques by various criteria, you can from this area print a list of cheques previously issued and create a new cheque. Lists in ERP can be [[Filtering Lists|Filtered]], [[Searching f5 f6 f7|Searched]], Customised, Printed and Exported. |
| − | you can from this area print a list of cheques previously issued and create a new cheque. Lists in ERP can be [[Filtered]], | + | |
| − | [[Searched]], | + | |
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ==== How to view the Cheque List ==== | |
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| + | *The Cheque List is exportable (see exporting reports) | ||
| + | *The Cheque List is printable (see printing reports) | ||
| + | *The Cheque List is searchable ( see f5, f6, f7 searching) | ||
| + | *The Cheque List is customisable (see customising lists) | ||
| + | *The Cheque List can be filtered (see sorting and filtering) | ||
| − | + | By double clicking, Drilling Down on a transaction it will allow the user to view the details of the payment made | |
| − | + | ||
| + | *Select a '''From''' and '''To''' date range or customise, to view a cheque list | ||
| + | *Select '''Search Column''' to select search by method | ||
| + | *Enter any text, to '''Search Text''', other search options are: Select '''Customise''' to further define fields viewed, f5, f6, f7 searching | ||
| + | *Select '''Export''' to copy data to another source | ||
| + | *Select '''New''' to write a new cheque | ||
| + | *Select '''Print''' to print details shown | ||
Latest revision as of 00:27, 6 December 2013
Overview
The Cheque List button allows you to view cheques prepared by using ERP and sort these cheques by various criteria, you can from this area print a list of cheques previously issued and create a new cheque. Lists in ERP can be Filtered, Searched, Customised, Printed and Exported.
How to view the Cheque List
- The Cheque List is exportable (see exporting reports)
- The Cheque List is printable (see printing reports)
- The Cheque List is searchable ( see f5, f6, f7 searching)
- The Cheque List is customisable (see customising lists)
- The Cheque List can be filtered (see sorting and filtering)
By double clicking, Drilling Down on a transaction it will allow the user to view the details of the payment made
- Select a From and To date range or customise, to view a cheque list
- Select Search Column to select search by method
- Enter any text, to Search Text, other search options are: Select Customise to further define fields viewed, f5, f6, f7 searching
- Select Export to copy data to another source
- Select New to write a new cheque
- Select Print to print details shown
