The Cash Posting form is accessed via Contract Administration / Invoicing Procedures / Cash Posting. This option enables cash to be posted to the relevant Sales Ledger account against which payment has been received.
This form is constituted of four elements, which are as follows:
In addition to displaying the form name the Title Bar provides a number of useful buttons.
The content of the Cash Posting menu bar is as follows:
Exit
Exits to the Invoicing Proceduresmenu.
Provides online access to a context sensitive Help form.
The content of the Cash Posting toolbar is as follows:
Exits to the Invoicing Proceduresmenu.
Provides online access to a context sensitive Help form.
This area consists of two command buttons designated to the two methods of selection for the required Sales Ledger account These are as follows:
Selection of this option displays a Sales Account search form that enables selection of an available account code. The cursor is located in the search field. Key part or all of the required customer shortname and select the Account Code command button. Accounts matching the entered criteria (with any outstanding invoices that are not yet processed as paid) are displayed and, having selected the required code by highlighting with the mouse, the OK command button is used to confirm this selection and return to the Cash Posting form. Alternatively, the search field may be left blank to search the entire Sales Ledger.
Selection of this option displays a Registration Number search form that enables selection of available registration numbers. The cursor is located in the search field. Key part or all of the required registration number and select the Registration command button. Vehicles matching the entered criteria (with any outstanding invoices that are not yet processed as paid) are displayed and, having selected the required code by highlighting with the mouse, the OK command button is used to confirm this selection and return to the Cash Posting form. Alternatively, the search field may be left blank to search the entire Sales Ledger.