Limiting Recurring IDs for the Recurring Journal Entry Proofing Report

Use the Recurring IDs Selection screen to limit the Recurring Journal Entry Proofing Report to one or more recurring IDs. From this screen you can create, recall, and edit lists of recurring IDs.

When this screen first displays, all recurring IDs are displayed.

To limit recurring IDs:

1. From the Recurring Entry Journal Postings screen, when you have entered the information, use the Recurring IDs hot key to display the Recurring IDs Selection screen.

2. Use the Clear List hot key to erase the list of data displayed on the screen.

3. Press F10 and select from a list of recurring IDs.

4. Press Enter.

5. Repeat steps 3 and 4 to add additional accounts to the list.

6. When you are finished adding accounts, use the Save hot key.

7. At the Save Work ID prompt, enter a name for this list, which you can use to recall it at a later time.

8. Press Esc to return to the Recurring Journal Entry Postings screen.

To recall a list of recurring IDs for the Recurring Journal Entry Proofing Report:

1. From the Recurring Entry Journal Postings screen, when you have filled in the information, use the Recurring IDs hot key to display the Recurring IDs Selection screen.

2. Use the Clear List hot key to erase the list of data displayed on the screen.

3. Use the Recall hot key.

4. At the Recall Work ID prompt, do one of the following:

• Press F10 and select from a list of Recurring IDs.

• Enter the name of the Recurring ID.

5. Press Enter.

A list of recurring IDs displays.

6. Press Esc to return to the Recurring Journal Entry Postings screen.

To edit a list of Recurring IDs for the Recurring Journal Entry Proofing Report:

1. From the Recurring Entry Journal Postings screen, when you have entered the information, use the Recurring IDs hot key to display the Recurring IDs Selection screen.

2. Use the Clear List hot key to erase the list of data displayed on the screen.

3. Use the Recall hot key.

4. At the Recall Work ID prompt, do one of the following:

• Press F10 and select from a list of recurring IDs.

• Enter the name of the recurring ID.

A list of recurring IDs displays.

5. Do one of the following:

• To add an additional account, press Alt-Insert. With the cursor on the newly created blank line, press F10 and select from a list.

• To delete an account, place the cursor on the account you want to delete and press Alt-Delete.

6. When you are finished making changes to the list, use the Save hot key.

7. At the Save Work ID prompt, you can either press Enter to save the name as given, or enter a new name and press Enter.

8. Press Esc to return to the Recurring Journal Entry Postings screen.

See Also:

Running the Recurring Journal Entry Proofing Report