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#17012 - 04/29/09 05:50 PM Add entry description in GL batch
Kate Spontak Offline
Adagio Pro

Registered: 03/23/02
Posts: 10
Loc: New Jersey
After importing a GL batch, it is possible to add/edit the entry description. Batch can be renamed, detail description can be edited, but I don't see a way to edit the entry description.
_________________________
Kate Spontak
Stief Group
New Jersey, the Garden State

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#17015 - 04/29/09 06:03 PM Re: Add entry description in GL batch [Re: Kate Spontak]
Ralph Allan Offline
Adagio Virtuoso

Registered: 06/02/04
Posts: 694
Loc: Prince George BC
Kate,

Can you not right-click on the batch and select "Rename?"
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Ralph Allan
Business Computer Centre
Prince George BC Canada

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#17016 - 04/29/09 06:12 PM Re: Add entry description in GL batch [Re: Ralph Allan]
Kate Spontak Offline
Adagio Pro

Registered: 03/23/02
Posts: 10
Loc: New Jersey
I can rename the batch, but that does not change the description of each entry within the batch.
_________________________
Kate Spontak
Stief Group
New Jersey, the Garden State

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#17021 - 04/29/09 06:52 PM Re: Add entry description in GL batch [Re: Kate Spontak]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11550
Loc: Vancouver, BC Canada
Hi Kate,

When you edit a Ledger batch, you can edit the grid on the 'entry list' screen and include a description column. It simply stores the first detail description for convenience. You can see this by editing the entry and the first detail, and changing that description and saving.

This is written to when manually creating a batch, but when a batch is imported, you had to manually edit the first detail to see the description. Note that there was no problem with the imported batch, just that the detail description did not display on this grid.

In the Ledger 90B upgrade, importing a batch will behave the same as if it were manually entered, where the description of the first detail will also populate the description stored for the entry grid.
_________________________
Regards,
Softrak Tech Support

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#17023 - 04/29/09 07:10 PM Re: Add entry description in GL batch [Re: Softrak Support]
Kate Spontak Offline
Adagio Pro

Registered: 03/23/02
Posts: 10
Loc: New Jersey
Thanks.
_________________________
Kate Spontak
Stief Group
New Jersey, the Garden State

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