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Using TurboCASH

 







SEARCH OR LOOKUP FACILITIES
DEBTOR ACCOUNTS SEARCH OR LOOKUP FACILITY
  
The Search Facility (lookup facility) screen for Debtors will automatically be displayed when the cursor is in any of the account fields on various screens. The following screen will display a list of all the available Debtor Accounts.

Title bar. Close button - click to close or exit this screen. You may also press the Esc key on your keyboard. A list of all the available Debtor Accounts. Scroll bar - scroll to select an Account. Code - if selected, you may type the first characters of the Account Code. Description - if selected, you may type the first characters of the Account Description. Auto Select - if selected, you may type the first characters of the Account Code or Description. The arrow indicates the selected Account.

You have the following options to search for an account:

 

Option Description
Code You may type any valid character or up to three characters of the Debtor Account Code and the Debtor Account Code will be highlighted.
Description You may type any valid character or characters of the Debtor Account Description and the Debtor Account Description will be highlighted.
Auto Select You may type any valid character or characters of the Debtor Account Code or Description field and the Debtor Account Description will be highlighted.

TurboCASH includes an advanced algorithm filtering option to search for items on the lookup or search facility. You may right-click on any area of the lookup or search facility to enable or disable the filter. If the Use filter is enabled, the Use filter context menu will display a tick as follows . To disable the filter, click on the menu to remove the tick. If the filter is enabled, you may locate and select Debtor accounts on the lookup facilities with ease.

You may also right-click in the scroll bar to launch a context menu on which you may scroll or search for an entry on the lookup or search facility using your mouse. The options are as follows:

Scroll Here - Click to scroll to the selected entry on the list.

Top - Click to scroll to the first entry on the list.
Bottom - Click to scroll to the last entry on the list.

Page Up - Click to scroll to one page up in the viewable area.
Page Down - Click to scroll to one page down in the viewable area.

Scroll Up - Click to scroll to the top or first entry of the entries displayed in the viewable area.
Scroll Down - Click to scroll to the top or last entry of the entries displayed in the viewable area.


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In addition to this search by options, the following buttons on your keyboard may also be used:

Key Description
The first entry will be displayed on the list according to Code or Description depending on the whether Code or Description is selected in the Search by field.
The last entry will be displayed on the list according to Code or Description depending on the whether Code or Description is selected in the Search by field.
The previous entry will be highlighted.
The next entry on the list will be highlighted.


:

The Search Facility screen for Debtors, will automatically be displayed from the fields on screens initiated on the following menu options:

A Edit menu:
Accounts - Debtor
B Input menu:
Documents - (Invoices, Credit Notes and Quotes).
Open Item Link (Debtors option)
C Reports menu:
  Debtors (all Reports)

Sales Analysis Reports -

D Tools Menu:
Global Processes - Transfer Transactions (Debtor Accounts)


When an invalid code or description is entered on the Accounts Lookup or Search Facility screen initiated from the Account field of Batch Entry screen, TurboCASH will display the following screen:

Title bar. Close button - click to close or exit this screen. Click to create a new account. Click to return to the field of the screen from which this message was initiated.

Click on the button to create the new account. The Account Type screen listing all Account Types (General Ledger, Debtors, Creditors, Bank Account and Tax Account) will be displayed. Select the Debtor Account Type (if not automatically selected) and the Edit - Accounts - Debtor Accounts screen will be displayed on which you may create the new Debtor Account.

When the new account is created, and the Edit - Accounts - Debtor Accounts screens is closed or exited, TurboCASH will return to the Batch Entry screen from which you may select the newly created Debtor Account.

If you click on the button, the Search Facility screen will be automatically displayed, from where you may reselect any valid Debtor Account and continue to enter the transaction.

When an invalid code or description is entered on the Debtor Accounts - Search Facility screen initiated from the Debtor field of Documents screen and Debtor or Customer documents (Invoices, Credit Notes and Quotes), TurboCASH will display the following screen:

Title bar. Close button - click to close or exit this screen. Click to create a new debtor account. Click to return to the field of the screen from which this message was initiated.

Click on the button to create the new account in the Edit - Accounts - Debtor Accounts screen on which you may create the new Debtor Account.

If you click on the button, the Search Facility screen will be automatically displayed, from where you may reselect any valid Debtor Account.

When the new account is created, and the Edit - Accounts - Debtor Accounts screens is closed or exited, TurboCASH will return to the Documents screen from which you may select the newly created Debtor Account.

To read on creating a Debtor Account, click here.