Finalise and New Button

The 'FINALISE & NEW' Button works the same way in every module.

• Once a transaction has been entered you have the choice to 'Finalise' or 'Finalise & Allocate' or 'FINALISE AND NEW'.
• The 'Finalise & New' Button allows you to finalise the transaction and Start a New Transaction.
• Finalise & New transactions finalise the transaction ,creates the open item and posts it to the General Ledger.
• The Finalise & New button is available in all modules where transactions are being entered and need to ONLY be 'FINALISED' no Shipment or Invoicing Required.

Example of Finalise and New transactions below:

Entering a Customer Credit

1. Click on Relationships
2. Click on Customer Transactions
3. Click on Credits
4. Click on New
5. Enter or change the date
6. Select a Customer Card ID
7. Enter a Description
8. Enter a Account Site. ( Misc Debits and Credits are purely financial expenses)
9. Enter a Value
10. Enter a Tax code
11. Click On 'Finalise and New'
12. This Finalises the transaction, creates a open item and posts it to the General Ledger and then another window opens to commence another transaction.