CenterPoint® Fund Accounting - Recall a Transaction Video - Duration: 3 min 15 sec

Shortcuts/Time Savers in Transaction Entry Document

 

This video discusses the recall feature that can be used to save data entry time in a transaction entry screen. If the Recall button is used, all details from the last transaction for a name (customer, vendor, etc.) that match the company and bank account are automatically filled into the new transaction including accounts, amounts, notations, etc. Recall is especially useful for transactions that use the same amount and accounts as the original transaction. You can select the way recalled transactions display by default from the Options button.