Software Tip of the Month

Software Tip of the Month: Favorites Tab and Enter Journal Amounts

In the Caselle Connect console, on the right-hand side you will see tabs labeled Checklist, Active Tasks and Favorites. If you frequently use a specific application in Caselle, it is nice to have it in your Favorites. For example, if you use General Ledger Account Inquiry a lot, go to GL>Account Inquiry, click on the Favorites and add Account Inquiry to your Favorites tab. The next time you want to access General Ledger Account Inquiry, click on the Favorites tab and select Account Inquiry. Also, if you do not want to see it anymore, you can remove it from Favorites.

The following is an example of how to use Enter Journal Amounts to correct an item that was posted incorrectly.

If you need to move an expense from the wrong GL account to the correct one, go to General Ledger>Journals>Enter Journal Amounts. Select the JE journal, fill out the description, enter the correct GL account number and enter the amount. This will normally be a DEBIT or POSITIVE amount. Next, you can press Enter to repeat the description, enter the account number where it was incorrectly posted then enter the amount with a minus sign.
Tip: When you reach the Amount field on the second entry, you can press the asterisk (*) key to automatically enter the opposite amount. totals for each account.