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7 • INVIEW™ Accounting
7-20 SV62207 Rev. B
Transferring
Transaction Data
You can use the transfer transaction data option to correct transactions that
have been processed against with the wrong account.
Follow the steps below to select the transaction you want to transfer:
1. Press the Men
u key.
2. Select Set Up, Ac
counting Set Up, then Transaction Options. The
Transaction Options screen appears.
3. Select T
ransfer a Transaction. The Select Transaction By screen
appears.
4. Use one of the following methods to select transactions:
• Select Date to view the t
ransactions processed on a specific date.
Type in the date and press Enter.
• Select Acco
unt to view the transactions processed against a spe-
cific account. Select an account from the list provided.
• Select Date and Account to view
transactions processed against a
specific account on a specific date. Type in the date and press
Enter. Select an account from the list provided.
5. Use the left and right arrow keys to sort through each of the transac-
tions that met your date and/or account criteria.
6. Press Enter on
ce you have found the transaction you want to transfer.
The Select Account To Transfer To screen appears.
7. Select the account you want to transfer the transaction to. The Transac-
tion Log screen appears with the updated account information in the
Account
field.
8. Press Enter.
9. Press the left arrow key to return to the Main screen.
Clearing the
Transaction Log
The transaction log can hold up to 4,000 transactions, depending upon the
INVIEW™ Accounting package you use. When the transaction log reaches
full capacity, you can clear out the log to allow the inclusion of new transac-
tions.
Follow the steps below to clear th
e transaction log:
1. Press the Men
u key.
2. Select Set Up, Ac
counting Set Up, then Transaction Log. The Trans-
action Options screen appears.
3. Select Clea
r Transaction Log. The Clear Transaction Log screen
appears.
4. If you want to print a report select Ye
s. If you do not want to print a
report select No. The Continue to Clear Log screen appears.
5. Select Ye
s to clear the log. The system returns to the Transaction
Options screen.
6. Press the left arrow key to return to the Main screen.