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Phoenix 9 - User Help

Navigation: Financial > Day to Day Tasks > Enter Transactions

Entering from Similar Transactions

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When entering a new transaction, or when editing an existing transaction, Phoenix can automatically show all other transactions in the active account which have the same information entered in the Pay To / From Field.  This feature allows you to save time by not having to repeatedly enter the same transactions. You can view past matching transactions and also populate the new entry from one of the found previous transactions.

Once you see the list of transactions at the bottom of the screen you can click on the plus symbol to the left of the transaction to display the dissection detail.

similartransactions_v8

Clicking fillbutton_v8  will populate the transaction you have active with the information from the line you have selected. All of the transaction information including the dissections will be populated into the new transaction.

 

Things to Know

If you have already entered an amount in the new transaction before  clicking fillbutton_v8, then all the previous transaction details will still populate but the dissection amounts will not be copied across. Your new transaction will have all the dissection information but no amounts recorded.

The Transaction type fields must be of the same Income / Expense type. For example, Withdrawal and EFT Payment. Phoenix will not allow you to fill from a transaction of a different Income / Expense type and will present an error message.

 

See also:

Similar Transactions in Customers and Suppliers

Getting To Know the Enter Transaction Screen

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