L - Ledger (Checks and Adjustments)

LEDGER SCREEN EDIT HELP

LEDGER SCREEN FILE HELP

LEDGER SCREEN LOAD HELP

LEDGER SCREEN TOOLS HELP

Date (L)

Vendor Code & Name (L)

Amount (L)

Account # (L)

Amount (L)

Job#+Remark (L)

Vendor Name (L)

Check # (L)

Manual Deposit Entry (L)

Bank Balance Adjustment (L)

Void check on screen <Alt V> go to menu bar <Shift F10>

LEDGER SCREEN EDIT HELP
<Ctrl A> Add a blank line at the cursor if you are on the repeating fields at the bottom part of the screen. All lines below will be pushed down a line.

<Ctrl E> Erase the line at the cursor if you are on the repeating fields in the bottom part of the screen. This will move up all lines below if there are any.

<Ctrl Z> Undo present changes to line cursor is on.

<Crtl Home> Moves the cursor to the beginning field on the screen from any location.

<Ctrl End> Moves the cursor to the ending (non-repeating) field on the screen from any location. Use Shift Up arrow and Shirt Down arrow to go to the first and last repeating field, such as in an inventory item list.

LEDGER SCREEN FILE HELP
<Ctrl P> Prints (types) check on printer after saving it. If you load a previous check will ask if all the checks that follow are to be printed. Make sure you have checks in the printer. Any check that was created from the A/P Checkwriting screen (/) will print in the A/P Check format to the A/P Checks printer; other checks will print in the G/L Check format to the G/L Checks printer.

<Ctrl N> Clear the screen, without saving or unsaving the current record, and set the reference number to the next available number.

<F5> Exit Lookup <Shift F5> Close all Lookups <F6> Open Lookup <Shift F6> Alterate Lookup

<F9 Save Record >Shift F9< Delete Record <F10> Selection Screen <Shift F10> go to Menu Bar

<Esc> Exit one level <Alt-F4> exit ABC

LEDGER SCREEN LOAD HELP
<Ctrl D> If you want to enter the same, or almost the same, information under a different code, type in the new code and press . When prompted, enter code to duplicate. This transfers Name, Address, Phone #, etc., but not the posted information. Do not use this for returned checks.

<Ctrl L> Load last vendor. If you wish to load the vendor which you just finished loading on the Vendor screen (V), on the Ledger screen (L) or on the Bill Entry screen (B), press .

<Alt B> Search back for previous vendor check for employee.

<Alt F> Search forward for next vendor check for employee.

<Alt N> Load Next Vendor

<Alt P> Load Previous Vendor

<F7> Open/Load previous record

<F8> Open/Load next record

<Shift F7> When the cursor is on an indexed field, press to scroll through information in reverse.

<Shift F8> When the cursor is on an indexed field, press to scroll through information going forward.

LEDGER SCREEN TOOLS HELP
<Ctrl G> You will receive a message telling you what entry location and field number your cursor is at. Type in the number of the entry location you want your cursor to be moved to and press enter, and your cursor will be moved to that location.

<Ctrl J> or <Ctrl K> This gives you two notepads to keep on file anything that you want to remember about this purchase order. files it with the date and time, only with the date. To see what is on file, press or . When you are done, press .

<Ctrl W> Put the checke # on a Word Processor list. To see the list, press F10, W, Ctrl N (to clear screen), and then type LLIST. To learn more, press <W>.

<Alt A> Add the G/L# on this line to the vendor Field G/L#'s,if it is not already there. For field help on the G/L#'s on the (V)endor file press<G>.

<Alt I> Changes the inventory adjustment on the ledger 1 screen Computer Entries to divide the inventory adjustment into the cost of sales account. On the - 1 screen, Computer Entries, load the inventory adjustment and press and save .

<Alt S> Allows the returning of a check. Report 4-12 then allows the printing of outstanfing checks. This function has been replaced by the (() screen.The month # is 1 for January, 2 for February etc.. Then enter the check#, +,amount. The - minus may be used instead of the plus for deposits and credits. The computer will try to locate the check# and make sure the amounts match. If it does it will put the return code on the ledger entry. Otherwise it will inform you and let you try again.

<Alt V> To delete a check use instead of deleting it. This way it will show the check was entered. To void a check, load the check on the ledger screen and type . When the check is loaded again VOID will be in the vendor field.

<F4> Start macro from the line the cursor is on. Press and the macro name.

<Shift F4> Record Macro. Press to begin recording. Then enter the macro keystrokes. Press to end the macro. Press <M> for more information.

<Shift F3> calculator. Use + to add and total and - to subtract. Use / to divide and * to multiply. Use ) to clear and ( for off. Use = or for equals.

Date (L)
This will automatically default to the last date entered. You can enter the date in several easy ways:

- By using either slashes or hyphens to separate the year, date, and month (10/12/92 or 10-12-92).

- By not using any dividers. (110292 for 11-2-92).

- If you do not enter a year, it will default to the current year. (224 becomes 2-24-97 if the current year is 97.)

- If you only enter a day, it will default to the current year and month. (14 becomes 12-14-97 if the current month and year are 12/97).

When entering new data, the computer is constantly comparing the date entered with the period of current entry. If you enter a date previous to the current period, you will be notified that you have entered the wrong date. If you enter a date for a later period, you will be asked if you desire to enter a new period. For example, when using monthly periods, if the current month is October, entering any month prior to October will be rejected. If you enter any date later than October, you will be asked whether or not you are entering a new period. Please note that if you choose "yes", the computer will mark that check number as the first entry in a new period. You will

not be able to enter any check numbers higher than that check number into the prior period. If the first check number in November is 165, you will not be allowed to enter any checks higher than number 164 for October or lower than 165 for November. If you skip a period, you will not be able to enter any checks for that period. For example, if check number 164 is dated March 31 and check number 165 is inadvertently dated May 1 instead of April 1, you will not be able to enter any checks for April until you delete check number 165 and enter the date correctly.

Vendor Code & Name (L)
The Vendor Code and Name fields function as one entry. Each vendor is assigned a code by which you can call up the vendor without typing his entire name. For example, if you assigned "PADOT" for the "Pennsylvania Department of Transportation;" by simply entering "PADOT" (or often even a part of the code such as "PAD"), you can recall the entire name onto the record without typing it. If you pull up the wrong vendor, pressing will bring up the next vendor in alphabetic order and will bring up the prior vendor.

The vendors should be set up in the Vendor file prior to ledger entry. If you use a consistent pattern for coding, it will be easier to recall the code. For example, the first three letters of both names followed by a "0" (SMIJOH0 for John Smith) is a practical approach.

If a check is void, you can type in "Void" as the vendor code and save it without entering in any more data.

Note that if you enter all deposits under a hypothetical vendor named "Deposit," the trial balance will list all deposits in date order. For example, you could assign "1" as the vendor code for the "Deposit" vendor.

Amount (L)
Enter the amount of the check or the deposit. The payment is entered as a debit (positive number), and a deposit is entered as a credit (negative number). Note that deposits (negative numbers) can only be entered when a decimal number (.1 to .8) is entered into the check number field.

Account # (L)
Enter the first account to which the check is being charged (debited) or the first account to which the deposit is being credited. The account name will automatically be displayed on the screen from the G/L account. Upon pressing , the cursor will move to the Amount field where you will enter the amount to be debited or credited to the account. Upon finishing entering the information for the first account, the cursor will return to the Acct # field again to begin on another account. You may distribute the check or the deposit amount to 150 different G/L accounts.

If you enter an unassigned account number, you will be alerted to the fact by a Lookup Screen which shows the account numbers closest to what you entered. Use the or arrow keys to choose an existing number or press +A to set up a new number in the General Ledger Accounts screen (G).

Each time you enter a G/L# that has not been assigned to a vendor, you will be given the opportunity to instruct the computer to list that account number every time that vendor is chosen. The following message will appear on the screen: "Act.# not on Vendor file. Place Cursor on on line. +A then Adds it." Pressing +A adds the account # to the Vendor file. Every time this vendor is chosen, the account # will be displayed. Use this option for any accounts to which you will be regularly distributing payments from this vendor. You can change these account numbers by editing the G/L#s field on the Vendor screen (V).

If you enter a vendor who has a number of accounts listed automatically, + will take you to the first account and + takes you to the next space available to enter an account #.

Amount (L)
Enter the amount to be applied to the G/L account # on this line. Enter payment amounts as a debit (positive figure) and deposit amounts as a credit (negative figure).

Pressing the key, when the cursor is in the Amount field enters the amount in the Distribution field in the Amount field and saves the record. Pressing on this field does the same thing, plus it prints a check.

Job#+Remark (L)
Use this field when you want to keep a permanent description of a transaction. For example, when you acquire or dispose of an asset, enter a remark here to identify the asset.

Also use it when entering non-check transactions such as bank charges and credits. Enter the date which the bank uses for such transactions in the Remark field so that it is easier to balance the checkbook.

The cursor will stop here if the account number entered on the line has a "Y" in the Remark field on the General Ledger Accounts screen (G). You can also access it by pressing after the cursor has gone past the Remark field.

You may also use this field to enter a Job# which references the Job file (J). You may press for lookup to select the job from a list. After you enter or select a Job#, the computer attaches a "+" to identify it as a Job# rather than a Remark. If you want both a Job# and a Remark, enter the Job# followed by a "+" and the Remark.

The Job#, like the Remark, is used to store information on the transaction. It does not affect job reports except in some custom applications.

Vendor Name (L)
If the code you entered in the Vendor Code field did not have a name entered for it on the Vendor file, the cursor stops in the Vendor Name field. You may enter something here but you don't have to.

Check # (L)
Once you enter the first check number, the computer will automatically update the check numbers. If a manually entered number is not in sequential order, the user will be asked to verify the fact that some checks were missed. Manually entering a number lower than the highest number entered brings up that entry for editing.

Deposit numbers are entered by pressing a decimal point. The computer will then take the last check number entered and annex one digit to the end of the check number to identify the deposit number. That digit will be a number between "1" and "8". "9" is not available because it is reserved for computer use. For example, the first deposit entered after check number 1095 will be 1095.1. If there are two deposits entered after check 1095, the second one will be 1095.2. These deposit numbers can also be entered manually by entering ".1", ".2" etc., instead of entering a "."

WARNING! Deposits should be in the same accounting period as the immediately preceding check. For example, if check number 1095 was written in October and there are 12 periods in your accounting year, deposits 1095.1, 1095.2 etc. should also be in October.

For help on entering deposits manually, from the Shift F1 screen, select Questions and then option X.

Manual Deposit Entry (L)
When entering a deposit on the Ledger screen (L), before any checks have been entered for that period, the computer will not allow you to attach a ".1" entry on to a check that has been written in the previous period. To work around this, enter the next available check number followed by ".1". For example, if the next check number is 1234, enter: 1234.1. When you save your deposit entry, the computer will set the check number to 1235. You will need to make a mental note to manually enter the Starting Check # as 1234 the next time you print checks from the A/P Checkwriting screen (/). If you enter checks from the Ledger screen (L) or (-), you will need to remember to manually enter the check # 1234 the next time you enter a check. Otherwise, the computer will altogether skip this check number, and the numbers on your checks will not match the computer check numbers. Be sure you REMEMBER what you did!

Bank Balance Adjustment (L)
When the bank balance is incorrect, run report 4-14 with from the beginning of the fiscal year to the current period. Check the prior total at the end of the report and make sure it is 0. If it is not 0, the General Ledger needs to be closed out for the previous year. The total debits and credits must be equal. If they are not equal, make a backup, and run report 8-28, entering the check # for the beginning of the year. If you are using multiple ledgers, you will need to run report 8-28 for each ledger. This report makes sure the closeout entries are posted properly. Run another trial balance. If the debits and credits still are not equal, from the G screen, press Alt R and enter the start of the year date as 10 digits (01/01/1998). This will repost the ledgers to their accounts. When report 4-14 shows that the debits & credits are equal, an adjustment to the bank account may be made as follows:

To make an adjustment to the bank balance, press and then press <-> for G/L Ledger selection.

Choose 2 for Adjustment Entries. Use ADJ as the vendor name. On the line just below, you may put a comment explaining your entry. Do not enter anything as amount.

Below, enter the bank account #. (ABC's standard # is 6.) Enter a deposit amount as a positive figure and a debit amount as a negative figure.

On the second line enter the Proprietor's Capital G/L #. (ABC's standard # is 401.) On this line enter just the opposite of the line above it. If the amount was a negative, enter it here as a positive and vice versa.

To see your new bank balance, Press , press <-> and type the correct ledger number. The bank balance is displayed in the top right-hand corner.

Lost Check - How to Handle If the lost check was issued in the current period, simply void it. To do this, go to the Ledger screen (L) and enter the check number. Press to load the check. Press to Void the check. Press Y for Yes.

If the check was issued in a previous period, make a reversing entry in your General Ledger in the current month. To do this, go to the Ledger Screen (L). Enter a period (.) in the Check # field. Press . Type the Lost Check # followed by an 'R' and press . The computer makes a reversal entry, offsetting the Lost Check.

On the Checkbook Balancing screen '(', both of these entries should be marked "returned" by pressing . This will remove them from your outstanding check list.

If the lost check is to be replaced, write another check from the Ledger screen (L).