Quick Edit presents a spreadsheet-type format where you can add new transactions or edit existing transactions. The number of lines that appear on the Quick Edit page is determined by the Page Size for Quick Edit field of the Customer Configuration; the application displays that number of existing records plus five blank records. You can limit the fields that appear on the page by creating a view. The instructions below explain how to add a single-entry transaction and how to add a split transaction using Quick Edit. To return to the transaction list page, choose Cancel.
Click the category/subcategory from the application home page, or choose Transactions | <category/subcategory>.
Click Quick Edit.
To add a transaction, click the first field of the first empty line and enter the appropriate data.
Complete the transaction line, pressing Tab to move to the next field and selecting from drop-down lists as necessary.
When you have finished, click Save. If you are adding multiple transactions, you will need to save when you complete the last line of the display. Each time you save, five additional empty lines appear so that you can continue adding transactions.
Click the category/subcategory from the application home page, or choose Transactions | <category/subcategory>.
Click Quick Edit.
To add a split transaction, choose Add Split.
Complete the Transaction Detail fields.
Click Add in the Account section bar. Complete the split account information for the first entry. Click Add. Repeat this step for each entry of the split.
Click Save to return to the Quick Edit page.
When you have finished, click Save. If you are adding multiple transactions, you will need to save when you complete the last line of the display. Additional empty lines appear so that you can continue adding transactions.