2020 has come to a close, so it's time for your books to do the same!
- Check out our Year-End Guide.
- Watch our year-end webinar recording.
- Learn about year-end in our online ACS Training Library.
If you have a transaction that is used frequently in your organization, you can memorize it so that you do not need to enter the transaction multiple times.
If necessary, you can edit a memorized transaction. Editing a memorized transaction affects only future transactions- transactions that have been entered or posted do not change. If you no longer need a memorized transaction, one was entered in error, or you receive an error when trying to delete an account that has a memorized transaction attached, you can delete the memorized transaction.
You can also memorize existing transactions and create memorized transactions when you need to enter the transaction you've memorized.
- Under Manage Records, click the Transactions tab.
- In the drop-down list, select General Ledger Transactions and click Go
. - Click Add/Edit Transactions.
- Click Memorized, then Add.
- In the drop-down list, select a Transaction Source.
- Follow the steps to enter the appropriate transaction and click OK.
- Enter a description for the memorized transaction.
- Click OK to continue.
- Click Yes.
- Under Manage Records, select the Transactions tab.
- In the drop-down list, select General Ledger Transactions and click Go .
- Click Memorized.
- Select the memorized transaction that you want to change and click Edit.
- Make the necessary changes and click OK.
- When the confirmation message displays, click Yes.
- Under Manage Records, select the Transactions tab.
- In the drop-down list, select General Ledger Transactions and click Go .
- Click Memorized.
- Select the transaction you want to delete and click Delete.
- When the confirmation message displays, click Yes.
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