Quick-Posting

The Quick-Posting menu is an excellent time saver when adding numerous or repetitive transactions to an account.

Quick Post is accessed by using the 'Add Transaction' hot-key, which is defaulted to F3 or by selecting Transactions > 'Post Transaction' in the Accu-Trax main menu.

NOTE: find or select the hot key for Quick-Posting by going to System Tools > Settings > Home Page Shortcuts.

Quick-Posting Menu

Select a Transaction Button shown at the top.

Payments are also a Transaction Type that can be added.
'More Types' can be used to search from all Transaction Types in the database, not just the types added to the Quick-Posting menu.

Select a Service Address to where the Transaction will be applied.

Most of the empty fields will automatically fill out once a Transaction Type is selected, this information can be edited in System Tools.

If applicable, adjust any the of auto-filled information, add a Reference #, add a Batch #, or check the Block Autoposting box.
'Save' once completed.
The newly added Transaction will appear in the Transactions menu.

Transaction Shortcuts

The information for Transactions in the Quick-Posting menu can be added, removed, or edited by following System Tools > Database Setup > Services & Transactions > Transaction Shortcuts.

'Show Button on Quick Posting' must be checked for the Transaction to display.

See Transaction Shortcuts for more information