Withdrawals
In the Withdrawals form you can issue a withdrawal from one of your bank accounts. This form is setup to resemble an actual check and is rather easy to fill out. The Withdrawals form is not to be used to pay Bills, Vendor Bills or anything to do with the Payables area of the program. These items get paid through the Pay Bills form. A payment can be issued from one of your bank accounts through the Purchase area of the program. If you need to make a withdrawal that does not require writing a check then you should use this form. An example would be making a cash withdrawal for a miscellaneous expense item like packing materials, office supplies and so on or any other expense that has nothing to do with your vendors or payables.
You could of course use the General Journal to enter any withdrawal transactions. Many people find the General Journal to be hard to understand so this form was created to make it easier to use. It also takes it a step further by providing you with a detailed register of the entered transactions in the Bank Account List form. This provides you with a much easier and more graphical way of viewing the history of your account.
This form can be used to add or edit records in the Withdrawals form. To add new Withdrawals, simply click the New button at the top of this form. If you need to edit existing Withdrawals, just select the record you want to edit and make any necessary changes to the fields for that record. For complete details on all the field descriptions for this form and a step by step guide on how to enter new Withdrawals, see Adding Withdrawals.
The record navigation buttons at the bottom of the form are used to move from one record to another. It also displays how many records are in the Withdrawals form and what record you are currently on. Clicking on one of the four buttons will navigate you through your existing data. You may also use the Find button to find a specific record.
There are several helpful options that can be set in the Company Preferences form to help make data entry easier and faster. One great feature in the Company Preferences form is to have the text fields displayed a certain way when you enter data so that it is easier to read and more consistent throughout the program.
Toolbar Buttons
Toolbar Buttons perform an action on the current record like adding, deleting or saving.
The New button will clear the form to allow a new withdrawal to be added.
The Save button will save the selected withdrawal.
The Find button will enable you to Find withdrawals.
The Delete button will delete the selected withdrawal.
The Undo button will cancel out the last change/s done to the record reverting it to its older state.
The Post or Unpost button will post or unpost the Withdrawals update the general ledger.
The Info button will open the Bank Account Information form and display the selected Bank Account information.
The Recap button will open the Recap Transaction form displaying a preview of what will be added to the general ledger when you click the Post button.
The Close button will close the form. You can also press Ctrl+F4 or click the X button at the upper right corner of the form.
Press F1 or click F1-Help button at the bottom left corner of the form for help on what this form is all about.
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