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 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 invoices and credit notes). This panel is a mandatory part of all manual transaction entry. |
| Transaction entry panel | On this panel you enter the invoice details. This panel is mandatory. |
| Transaction overview panel | On this panel the system displays all transactions with the selected voucher parameters. The system displays this panel for your information before you return to the initial journal header panel to change voucher parameters, or when you select voucher parameters for which transactions already exist. You may also select an entered transaction for maintenance from here. |
| Address panel | On this panel you enter name and address information for sundry customers. The system only displays this panel for sundry customers. |
| VAT and 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 VAT and pseudo accounts. |
| G/L posting 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. |
| Allocation panel | On this panel you allocate the manual G/L postings automatically over a number of periods. It is possible to allocate over year end when you enter invoices. The system only accesses this panel if you click Alloc on the G/L postings entry panel. |
| EU statistics entry panels | On this panel you enter statistics information for trade within the EU. The system only displays this panel if the transaction pertains to a trade within the EU. |
| Instalment maintenance panels | On this panel you maintain instalments if the terms of payment used indicates instalment payments. The system only displays this panel for instalments. |
| 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. |
You enter credit notes in the same way as invoices, but the sign of the transaction amount is different, that is, you enter a negative amount instead of a positive amount.