Recurring Entries Transactions entered in the following journals can be saved as Recurring entries: Customer Invoices Sales Journal Item Purchases Payables Journal Disbursements Journal Receipts Journal General Journal You can define any transaction as Recurring, with a frequency ranging from none to annually. MultiLedger can alert you when Recurring entries defined as weekly, bi-weekly, monthly, […]

Entering a Void Document A void document can be recorded in the Payables, Sales, Receipts, or Disbursements Journals. Enter the transaction information as you normally would, except don’t enter any ledger account or amount. After you click Save, the following message appears: Click Yes to save the void document. Click No to return to the […]

Adding Comment Lines to Transactions You can add comment lines to transactions by choosing Insert Line (Ctrl-I on Windows or I on Macintosh) from the Edit menu. A five line edit box appears: Enter the comment, up to five lines long and click OK. The comment lines are added to the transaction detail list. If […]

Transaction Dates You can use the +/- keys on your keyboard to increment/decrement the date in any transaction window. You can also type over the date to modify it. Date Formats Enter dates in the MM/DD/YY format. For example, to enter February 15, 2017, you would enter the date like this: 2/15/17. Notice that you do not have […]

Locking and Unlocking Months Having 30 months open does not mean that you have to compromise the security of your company files. MultiLedger has a feature that allows you to lock a month when transaction entry should be closed, and unlock a month if changes are necessary. For more information on locking and unlocking months, […]

Working with 30 Open Months MultiLedger allows you to work in any month in the open 30 months. For example, if your company operates on a calendar year, you could enter and modify transactions for January, 2016, through June, 2018, before you would be required to close 2016. Important: Once a year has been closed, it […]

Document Numbers Each transaction (document) must have a document number that identifies it. Depending on the transaction window, these document numbers are labeled as Document #, Invoice #, Doc #, Check #, Deposit #, or Ref #. Although document numbers can contain up to eight characters, such as letters, numbers,  or dashes, the last character […]

Using Pop-Up Lists Whenever the cursor enters a field that has an asterisk (*) after its name, such as the Customer, Vendor, or Item fields, a pop-up list like the following one appears: Pop-up lists consist of customers, vendors, terms, salespeople, items, jobs, shipping methods, sales tax categories, or account numbers. These lists make data […]

Moving Between Fields Recording a transaction in MultiLedger is similar to filling out a paper form—you enter information under heading or field names. You can enter information in any order you want by clicking in each field’s edit box. However, the quickest way to move the cursor (a flashing vertical bar in the edit box) to […]