Using vendors in GL transaction entry

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

The Autofill feature in the Tasks > Transactions Entry window enables you to enter just the Vendor ID or the Vendor Description, and the rest of the pertinent check information will flow automatically from the vendor record in the Setup > Vendors window.

  1. You must first have entered the vendor information in the Setup > Vendors window. You only need to enter this information once. To make the best use of the Autofill feature, be sure to enter a Vendor ID and to specify the standard check information.
  2. From the Tasks > Transaction Entry window, choose Options from the Edit menu or from the F3 or right-click context menu.
  3. In the Data Entry tab of the Transaction Options dialog, mark one or both of the Vendor Information options and then click OK.
  4. In the Transactions window, click the Add button.
  5. On the Checks and Deposits tab, enter a reference and a date for the transaction.
  6. In the Account/Vendor field, type the first few characters of the Vendor ID or description. The rest of the Vendor ID or description appears in the field automatically.
  7. If the Vendor ID or description is correct, press TAB or ENTER to accept the vendor information. The account number assigned to the vendor check appears in the Account/Vendor field, an amount (if you entered one in the Vendors window) appears in the Amount field, and the vendor name appears in the Description field unless a description was set up in the Standard Check grid in the vendor record. You may overwrite any of these fields If necessary.
  8. Click the Enter button to accept the transaction.

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