Data Entry Palette

Data Entry Palette Overview

The Data Entry Palette Data Entry is almost entirely made up of data entry functions. For your convenience these have been listed in four groups as follows: Accounting, Inventory, Job Projects and Workbook

Users should be aware that any items or transactions opened using the Palette will be locked to other users on the network. Other users will be allowed read only privileges and will be unable to modify the data entry item currently opened by using the Palette options. 

ShortcutAlternate Access / Article Link
Client Receipt – CRAccounts / Receivables / Client Receipt
Client Invoice – CIAccounts / Receivables / Client Invoice
Client Credit – CCAccounts / Receivables / Client Credit
Client Journal – CJAccounts / Receivables / Client Journal
Client Refund – CFAccounts / Receivables / Client Refund
Vendor Payment – VPAccounts / Payables / Vendor Payment
Vendor Invoice – VIAccounts / Payables / Vendor Invoice
Vendor Credit – VCAccounts / Payables / Vendor Credit
Vendor Journal – VJAccounts / Payables / Vendor Journal
Vendor Refund – VFAccounts / Payables / Vendor Refund
General Ledger Journal – GJAccounts / General Ledger / General Ledger Journal
Money Receipt – MRAccounts / Receivables / Money Receipt
Money Payment – MPAccounts / Payables / Money Payment
Quote Client Invoice – QCIInventory / Sales / Quote Client Invoice
Order Client Invoice – OCIInventory / Sales / Order Client Invoice
Sales Client Invoice – SCCInventory / Sales / Sales Client Invoice
Requisition Vendor Invoice – RVIInventory / Purchases / Requisition Vendor Invoice
Order Vendor Invoice – OVIInventory / Purchases / Order Vendor Invoice
Purchase Inwards Goods Journal – PGJInventory / Purchases / Purchase Inwards Goods Journal
Purchase Vendor Invoice – PVIInventory / Purchases / Purchase Vendor Invoice
Purchase Vendor Credit – PVCInventory / Purchases / Purchase Vendor Credit
Resource Time Sheet – RSJob Projects / Resources / Resource Time Sheet
Job Project Time Sheet – PRJob Projects / Resources / Job Project Resource Time Sheet
Open Time Sheet – RSJob Projects / Resources / Open Time Sheet
Inventory Allocation Journal – JGJJob Projects / Inventory / Inventory Allocation Journal
Job Project Client Invoice – JCIJob Projects / Job Projects / Job Project Client Invoice
Job Project Client Credit – JCCJob Projects / Job Projects / Job Project Client Credit
Leave RequestWorkbook / General / Leave Request
PDF CaptureWorkbook / General / PDF Capture

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