To simplify navigation the following are the topics covered in this section; Schedule Menu, Schedule Transaction Tool Bar Buttons, Scheduled Transactions Window. Edit Scheduled Transaction Window,
The detailed explaination of "Scheduling Transactions" is described in Scheduling Transactions.
This window is shown when Actions -> Scheduled Transactions -> Scheduled Transactions Editor is selected from a Menu Bar. This will open a new tab window with the Scheduled Transactions displayed.
Table 4.38. Components of the Schedule Transactions Window.
Component | Description |
|---|---|
Menu bar | Contains the Menus used in the Schedule Transactions Window. It provides the standard list of menu bar options and an additional option, Scheduled, which presents options; New, Edit or Delete. If no transaction is highlighted Edit and Delete will be "grayed out". |
Tool (Icons and/or Text) Bar | Contains buttons used to access Schedule Transitions tasks. |
Tabs | Tabs to switch between open displays. |
Transactions | Contains a list of transactions scheduled and related characteristics. |
Calendar Pane | Contains a calendar of the next 12 months and the dates the active scheduled transactions are scheduled. |
The following table describe Schedule menu options Schedule Transaction Window.
The Schedule Transaction Window has a tool bar to access quickly some common functions used with reconciliation.
Table 4.40. Schedule Transaction Window Tool Bar
Tool Bar Button | Description |
|---|---|
New | Add a new scheduled transaction. |
Edit | Edit the currently selected transaction. |
Delete | Remove the currently selected transaction. |
Save | Save the current schedule of transactions. |
Close | Close the Schedule Transaction Editor. |