Creating speed transactions
Use this procedure to create
transactions when there are many transaction lines to create.
- Select Processing > Journal > Journal Templates.
- Open a journal template.
- On the Speed Transaction Entry tab, click Create.
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Specify this information:
- Journal Template
- This field displays the template name from the journal template control record.
- Entity
- This field displays the entity from the journal template control record.
- Finance Structure
- Select a value for each individual finance structure component. This is the accounting string that is used to post the transaction. It corresponds to the finance structure that is defined for the finance enterprise group. The ledger value is the default from the journal template control and cannot be changed. You can change the accounting entity only for Inter Entity journal entries. If the accounting entity field is blank, then the value from the journal template control record is the default. Account is required. The finance enterprise group's finance structure settings and relation rules determine what other components must be completed.
- Currency
- You can select a currency for the transaction line to override the default currency.
- Amount
- Specify the amount of the transaction. Use positive amounts for debits and negative amounts for credits.
- Reference
- Specify a reference for the transaction line.
- Description
- Specify a description for the transaction line.
- Unit
- If units are allowed or required for the account that you selected, then you can specify the number of units in this field.
- Auto Reverse
- The reverse transaction value from the journal control record is the default. The value can be changed by selecting the check box.
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Click Save.