Spire User Manual - General Ledger
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      2. Spire User Manual - General Ledger

      GENERAL LEDGER - Transactions List

      View list of transactions from all modules for last year, this year, and next year, with advanced search capabilities

       

      • Refresh to load any GL Transactions that may have been created since the last refresh and that may not be displaying on this list

      •   GL Transactions List Functionality - see General Ledger - GL Accounts List Functionality

      • Transactions Context Menu - right-click on any line(s) to access

                 

      •   Export General Transactions in Excel (.xlsx only) or CSV format (see GL Accounts Export)

      •   Print available reports for GL Transaction(s) selected

      •   Transaction - select from options:

        •   View - open the GL Transaction selected in the list (or double-click)

        •   View Source if the selected GL Transaction is generated from a closed Purchase Order or invoiced Sales Order, this will show all details of that order from the history file but if the selected GL Transaction is from a Purchase Order that is still open or a Sales Order that has not been completely invoiced (backorders exist), it will open the Order Module and present the live Order, to make changes if desired

        • Create New Transaction - see Create / Copy / Reverse GL Transactions