Creating cash ledger transactions

Cash ledger transactions can be created using the definition fields from a cash account.
  1. Select Cash Ledger Transactions.
  2. On the All Transactions tab, click Create.
  3. On the Main tab, specify this information:
    Apply Cash Allocation
    Select this check box to create distribution records by applying a cash allocation code to the transaction.
  4. On the Transaction Data tab, specify additional information for this record, such as payment instructions. This information is sent to the payment output files and can be used in the reconciliation process.
  5. The Currency Amounts tab shows all currency amounts of this transaction.
  6. Click Save.