Cash receipts can be copied using the Cash Receipts option.
How to copy a cash receipt:
Select the Cash Receipts menu (or select the Cash Receipts menu and then Cash Receipts).
On the Cash Receipts screen, select the Cash Receipts tab if not already selected.
The cash receipts previously entered by the user in the last six months display showing the applicable status (Open, Deposit Pending, Deposit Pending Locked, or Deposited). If desired, change the filters to modify the cash receipts listed on the screen.
Complete one of the following:
To copy a cash receipt listed on the screen, click the More (…) button to the right of the cash receipt and select Copy.
To first view a cash receipt and then copy it, click the More (…) button to the right of the cash receipt and select View/Edit; once the cash receipt is displayed, click the Copy button.
To copy a cash receipt entered by a different user, click the down-arrow by the New button (on the Cash Receipts screen) and select Copy Cash Receipt; then on the Copy Cash Receipt screen, either click the More (…) button to the right of the cash receipt and select Copy, or double-click on the cash receipt.
Tip: By default, only the cash receipts entered in the last six months display on the Copy Cash Receipt screen, but the filters can be changed to show all cash receipts (for all users).
Complete the Copy Cash Receipt screen with the information to use for the new cash receipt.
Enter the number to use for the new cash receipt in the New Cash Receipt Number field.
Note: If the Use System Numerically Assigned Cash Receipt Numbers field is selected in the General Ledger System File, the New Cash Receipt Number field is disabled, and the cash receipt number will automatically be assigned once the cash receipt is saved.
Enter the date of the new cash receipt in the Date field.
Tip: The date entered in this field determines the month of the deposit (batch) to which the cash receipt must be added. For example, a cash receipt with a February date must be added to a February deposit (batch).
Note: The date entered in this field must be within a fiscal year that has already been started within General Ledger; if needed, contact the Business Office and request to have the new fiscal year started.
Click the Save button.
If needed, make any additional changes to the newly copied cash receipt, and click the Save button.
If desired, click the Print button to print the cash receipt form.
Tip: The cash receipt form prints using the report designated in the General Ledger System File in the Default Cash Receipt Report field.
Note: The Print button only appears if the Default Cash Receipt Report field is completed in the General Ledger System File.
Click the X to close the entry screen.