Difference between revisions of "Updating the Nominal Straight Away"
From Catalyst
(Bulk update) |
|||
| (10 intermediate revisions by 3 users not shown) | |||
| Line 1: | Line 1: | ||
== Summary == | == Summary == | ||
| − | + | This article explains how to set your Platinum to update the {{NL}} straight away. | |
| + | |||
| + | {{Warning|text=This option should be used with caution.}} | ||
== More Information == | == More Information == | ||
| + | There are 3 possible ways to update the nominal. | ||
| + | |||
| + | Both {{DataValue|Condensed}} and {{DataValue|Expanded}} have to be started by the user - so the nominal (Profit & Loss, Balance Sheet etc) will not contain the Sales and Purchase figures until the update has been made to happen manually. The third method is {{DataValue|Straight Away}} which updates the nominal with the Sales and Purchase values at the time of the Sales or Purchase Transaction. | ||
| + | |||
Changing from {{DataValue|Condensed}} and {{DataValue|Expanded}} updates to {{DataValue|Straight Away}}. | Changing from {{DataValue|Condensed}} and {{DataValue|Expanded}} updates to {{DataValue|Straight Away}}. | ||
| − | {{warning|text=Make sure you are ''' | + | {{warning|text=Make sure you are '''FULLY AWARE''' of the implications of changing this before you do. If you are in any way unsure please {{SupportContact}}. |
* {{DataValue|Expanded}} and {{DataValue|Straight Away}} produce the same results, each Sales and Purchase transaction is broken down into individual nominal journals. | * {{DataValue|Expanded}} and {{DataValue|Straight Away}} produce the same results, each Sales and Purchase transaction is broken down into individual nominal journals. | ||
| Line 11: | Line 17: | ||
* {{DataValue|Condensed}} will combine all the nominal journals together into one single posting. This method is '''NOT''' advised for the average set up as it makes any errors in the journal almost impossible to find and nothing is fully audited. | * {{DataValue|Condensed}} will combine all the nominal journals together into one single posting. This method is '''NOT''' advised for the average set up as it makes any errors in the journal almost impossible to find and nothing is fully audited. | ||
}} | }} | ||
| + | Go to {{PlatinumSettings}}. | ||
| + | * Change {{DataPrompt|Nominal Update Style}} to {{DataValue|S}}. | ||
| + | * Pressing {{KeyPress|ESC}} will save any changes. | ||
| − | + | == See also == | |
| − | * | + | * [[Posting cashbook entries]] |
| − | * | + | * [[Posting journals]] |
| + | * [[The banking journal]] | ||
| − | {{KB_Tags|updating nominal ledger}}{{KB_NL}}{{ZN_Admin}} | + | {{KB_Tags|updating, nominal ledger, nominal, ledger, straight away, straight, away}} |
| + | {{KB_NL}}{{ZN_Accounts}}{{ZN_Admin}} | ||
Latest revision as of 11:29, 17 April 2019
Summary
This article explains how to set your Platinum to update the Nominal Ledger straight away.
 | This option should be used with caution. |
More Information
There are 3 possible ways to update the nominal.
Both 'Condensed' and 'Expanded' have to be started by the user - so the nominal (Profit & Loss, Balance Sheet etc) will not contain the Sales and Purchase figures until the update has been made to happen manually. The third method is 'Straight Away' which updates the nominal with the Sales and Purchase values at the time of the Sales or Purchase Transaction.
Changing from 'Condensed' and 'Expanded' updates to 'Straight Away'.
| Make sure you are FULLY AWARE of the implications of changing this before you do. If you are in any way unsure please Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page.
|
Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings".
- Change "Nominal Update Style" to 'S'.
- Pressing <Esc> will save any changes.
See also
