Depending on whether the Working Periods feature is enabled and on your Security Profile permissions, it may be possible for you to continue to post financial changes, for month end procedures, even after the posting period has been advanced; in this situation the Period becomes a drop-down and you can select the appropriate period.

Adjustment Detail lines are very similar to Invoice/Credit Lines. The Adjustments function comprise Header, Detail, and Totals panes.

Settlement Discounts are excluded from the calculation of VAT when invoicing from POP Batch Detail so that VAT can be correctly calculated on the actual amount paid. See VAT on Settlement Discounts. A Credit Note is automatically generated for any Settlement Discount value and allocated to the invoice and payment. This is so that VAT is correctly accounted without having to enter any manual adjustments.

Each Adjustment Transaction may have as many Detail lines as you want.

Analysis Displays the Analysis Code flagged as Default in the Analysis Record window.

Costing If you have the Costing Module installed, then entry of the Project and Cost Centre Codes is similar to other Transactions.

Detail Tab from the Detail field to a new Detail window for the next line.

If the Currency Module has been purchased:

And if a Foreign Currency Account has been entered:

Only Analysis Codes which match the currency symbol of the Account will be allowed, unless the Account has its Any Currency box crossed.

The single Value field will be replaced by Home and Currency fields.

Entry of either a Home or Currency Value will calculate the other Value (if it is zero) using the Currency Rate entered on the Header window.

Any Workflow Forms are displayed in a list pane at the bottom of the window. If no WFF is attached, the pane is not visible.

Double-click on a named WFF to open it.