You access several panels in succession when you enter a transaction, and each one has a specific purpose. Most panels are only needed under certain circumstances. Which panels are shown depends mainly on the payment document type you use, but also on the values you enter. These are all the panels that exist:
| Panel | Description |
|---|---|
| Initial journal header panel | On this panel you set the journal and voucher parameters, and select the type of transaction to enter (for example A/R payments). This panel is a mandatory part of all manual transaction entry. |
| Transaction entry panel | On this panel you enter the payment details. This panel is mandatory. |
| Cash Book details entry panel | On this panel you enter Cashbook payments. |
| Transaction overview panel | On this panel the system displays all transactions with the selected voucher parameters. On this panel you can work with your transactions. From this panel you can also access the A/R settlement workbench to work with a settlement. If a liquid entry payment is entered you can access the A/R liquid entry panel. You also have the option to work with all the payments that are connected to the liquid entry. |
| Address panel | On this panel you enter name and address information for sundry debtors. The system only displays this panel for sundry debtors. |
| Pseudo account panel | On this panel you distribute the contra accounting amounts and create automatic postings. The system only displays this panel if you use pseudo accounts. |
| G/L postings entry panel | On this panel you post the remaining amount of the contra accounting manually. The system only displays this panel if you enter G/L postings manually. |
| Account information panel | On this panel the system displays information about the selected account. The system only displays this panel if you click Account info on the G/L postings entry panel. |
| Settlement panel | On this panel you select open A/R documents that should be settled by the payment. The system only displays this panel if settlement should be made when you enter the payment. |
| Settlement difference panel | On this panel you define settlement differences. The system only displays this panel if you select an option on the settlement panel. |
| A/R settlement debit notes or A/R item-related debit notes | On this panel all settlement debit notes/item-related notes entered into the system are displayed. |
| Settlement overview panel | On this panel made settlements in the current batch are displayed. The system only displays this panel if you are working with settlements without payment handling. |
| Main document selection panel 1 | On this panel you define which document should be the main document in the settlement, by entering document type and number or a debtor number. The system only displays this panel if you are working with settlements without payment handling. |
| Main document selection panel 2 | On this panel you select which document should be the main document in the settlement, if a debtor number was entered on panel 1. The system only displays this panel if you are working with settlements without payment handling. |
| Closing panel | On this panel you select which action to take with the batch, and define the printout parameters for the journals. This panel is a mandatory part of all manual transaction entry. |
| Update panel | On this panel the system displays the closing balances. This panel is a mandatory part of all manual transaction entry. |