The Main tab provides general information on the GL transaction: date, reference number, and entity involved.

The "Transaction (General Ledger) (create)" form. The Main tab

<Auto> in the Number field indicates that a number to this transaction is assigned automatically when you save the transaction. The From field is populated automatically by the current business date. You can select another date if necessary.

In the Entity field, specify an entity associated with the transaction. The Entity field is available if the Multi-Company Accounting option is selected on: Administration > Settings > General Settings. You can select your personal default entity to appear in documents; for this, refer to Personal Settings. If you have not selected your default entity, the entity defined first on the Accounting > Master Data > Entities form will be used as the system default value.

Use the Transaction Remarks input box to provide the related remarks which will appear in the printed document.

In the Comment input box, you can specify some additional internal information related to the transaction.

The document totals and other information

At the bottom of the form, you can view who created the document and the document's current status; it can be one of the following:

• New (document was created, but not registered)
• Not Posted (document was recorded, but not posted)
• Posted (document was posted)
• Marked for Deletion (document was marked to be deleted)

The toolbar buttons

After filling out the tab, click the Save button to save your work. After filling out all the tabs, click Save and close to save and close the transaction. For descriptions of other buttons, see Document Toolbar.