Transaction Template

Transaction Templates are the data entry tools for accounting transactions. Accounting information is usually derived from a paper Source Document or its electronic equivalent.

Each document usually covers a complete business transaction or business event and which must be entered as a zero-balanced group of records (each record containing a specific positive (debit) or negative (credit) monetary value - the sum total of all monetary values of a given document record group must equal zero).

The nature of accounting is such that all records must consist of a basic minimum of information e.g. Amount, Reference, Date, Accounting Period, Description, and Account Number (plus any other fields that the user may wish to declare as part of the basic minimum). This basic minimum is captured in STEP FORWARD through a series of Common fields making up the Common Template. In addition, certain transaction records may require unique information that may be specifically associated with the account number and/or the source document (the triggers) e.g. Quantity with the sale of merchandise, Due Dates with accounts receivable and accounts payable. This additional information is captured through Extra fields which, when combined with the Common fields, make up the Extra Templates - each with its own trigger identifier and Source name.

Topics of Interest

General Overview

Template Menus
Templates - An Overview
Common Template
Extra Templates
Copying and Cloning Templates
Connecting fields in a Template and objects in a Procedure
Transfer Templates and/or Procedures between databases

The Resources:

The Palette

Draggable Objects
Data field
Title
View field
Hub
Logo
Change

Inspector Components

Attributes, with Style and Input options (where applicable)
System name and User name
Data Type
Input Action
Mandatory Input

Style (components are shown with the applicable Data Type)

Group Style
Index
Security
Trigger

 

Preferences:

Date Formats
Start-up Mode
Time Format
Year 2000


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