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How do I edit transactions or add Definitions in GETLinked™ Software POSLink module?
https://getlinked.co/forum/viewtopic.php?f=2&t=101		 Page 1 of 1
Author:  gettech [ Mon Feb 03, 2014 10:41 am ]
Post subject:  How do I edit transactions or add Definitions in GETLinked™ Software POSLink module?
You can edit all transactions or add Definitions in GETLinked™ Software POSLink module prior to transferring them to your accounting system.

You MUST first create all Definitions you want to use prior to using them in the "Daily Summary" window. Two ways to create Definitions:

Option A:
1. Open the Financial Location setup window by going to Setup > POSLink.
2. Select the location that you want to change and click on the Definitions tab.
3. Scroll to the bottom of the scrolling window and select the empty line.
4. Click on the column header Definition to open the Financial Definition window.
5. Fill in the minimum required fields:
    • Description
      Category
      Post To
      Account
      Typical Entry
6. You will notice Definition 1, Definitions 2, Definition 3 and Definition 4 in the lower right-hand corner of the Financial Definition widow. At least one of these Definitions is REQUIRED and the combination of these four Definitions MUST be unique. Recommendation: Copy the Description into Definition 1.

Option B (Used if you are on the Daily Summary window):
1. Scroll to the bottom of the scrolling window and select the empty line.
2. Click on the column header Definition to open the Financial Definition window.
3. Fill in the minimum required fields:
    • Description
      Category
      Post To
      Account
      Typical Entry
4. You will notice Definition 1, Definitions 2, Definition 3 and Definition 4 in the lower right-hand corner of the Financial Definition widow. At least one of these Definitions is REQUIRED and the combination of these four Definitions MUST be unique. Recommendation: Copy the Description into Definition 1.
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