Transaction Options > Data Entry tab

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Use the checkboxes and options in this tab to specify data entry options for the date, description, and vendor fields of the Tasks > Transaction Entry window and to specify your preferences for posting. Note that the vendor information options will only be active for a payroll client. All other selections in this dialog are available to all GL clients.

When the Tasks > Transactions window is active, choose Options from the Edit menu or from the right-click context menu. Click the Data Entry tab.

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