This
occurs because many of the fields on a Transaction are very dependent
on a) other fields on the transaction and b) other items in the
database.
|
Account
|
Where the account is
greyed out, this
is usually because there is no alternative for the type of transaction.
If you
need to change the type of transaction, there is no alternately to
deleting the incorrect one and adding a new one of the correct type.
Sometimes the account is greyed out because that account is attached to
your login name. This happens with Bank and Cash accounts. You can
change these in Preferences if you have the necessary privileges in
your Role. Ask your Administrator.
|
Member
(Contact) & Acitivty
|
These are greyed out for
transactions
such as Account Transfer. In this situation, there is no actual Member
(Contact) involved in the transaction. So the Member is set to you
yourself and the Activity is set to "Account Transfer". |
Bank
Statement Number
|
The Bank Statement Number
can be
changed on all transactions except those where the transaction is
entered before the Bank Statement appears. This is true for most
cheques written and payins. The Bank Statement number for these
transactions is entered in Reconciliation, frequently all unreconciled
transactions can be dealt with at once with Automatic Reconciliation
once the Bank Statement has been received. Just enter the Statement
Number and press Auto-Reconcile and all outstanding transactions will
be given the Statement Number. If any of those don't appear on the
Statement, enter Manual reconcilation, press "Show Reconciled" and
Unreconcile the transactions not on that statement.
|