Data Entry Preferences

This section covers settings for data entry in the Goldenseal business software.

Data Entry Settings
Basics | Required Fields | Date Format | Audit Trail

OTHER PREFERENCES
        Chart of Accounts Preferences | Contract Preferences
        Data Entry Preferences | Expenses Preferences
        File Preferences | Income Preferences
        Interface Preferences | Record Numbering

Website Links
Accounting Software | Business Management Software

RELATED TOPICS
Audit Trail | Company Info | Custom Layouts | Passwords

Data Entry Preferences

To set details for data entry, choose Preferences from the Options menu, and choose Data Entry from the submenu.

Enter the following fields:

Basic Data Entry

Use Category Systems-- Turn on the checkbox to use Category Systems. Turn it off to show all categories.
Use Location Packages-- Turn on the checkbox to use Location Packages. Turn it off to show all locations.
Lock Starting Balance Field-- Turn on the checkbox to lock the Starting Balance field in accounts.
HINT-- You'll probably want to turn on this option after you've finished setting up Goldenseal.
Can Change Locked Dates-- Turn on the checkbox if you'd like to edit dates in all transactions, even if locked.

Required Fields

Require Main Accounts-- Turn on the checkbox to require a main account in all transactions.
NOTE-- Main accounts will always be required in some transactions even if this option is turned off.
Require Second Accounts-- Turn on the checkbox to require a second account in all transactions that include one (generally just Special Transfers).
NOTE-- Second accounts will always be required in some transactions even if this option is turned off.
Require Job Accounts-- Turn on the checkbox to require a job account in all transactions that include one. Turn off the checkbox to make job accounts optional.
NOTE-- If no job account is included, generally the job cost will be assigned to the first overhead account.

Basic Date Format

If you are in a country other than the US, enter the usual order that you use when you data enter day, month and year. Goldenseal will use this order when it interprets what you type into date fields.

Audit Trail Entries

These checkboxes control which items are entered into the Audit Trail. Turn on just those items which you want to see entered there.

Accounts-- Turn on the checkbox so Goldenseal will log changes in any Accounts.
Address Book-- Turn on the checkbox so Goldenseal will log changes in the Address Book.
Contacts & Appointments-- Turn on the checkbox so Goldenseal will log changes in Appointments and the Contact Log.
Cost Items-- Turn on the checkbox so Goldenseal will log changes in Cost Items and Assemblies.
Money Transactions-- Turn on the checkbox so Goldenseal will log changes in any transaction except for the ones listed elsewhere in this section.
Project Transactions-- Turn on the checkbox so Goldenseal will log changes in Allowances, Contracts, Document Logs, Problem Logs and Project Logs.
Money Lists-- Turn on the checkbox so Goldenseal will log changes to any list involved in money transactions.
All Lists-- Turn on the checkbox so Goldenseal will log changes to any list.
File Actions-- Turn on the checkbox so Goldenseal will log file opening and closing.
Import & Exports-- Turn on the checkbox so Goldenseal will log all imports and exports into the Audit Trail.

NOTE-- Changes to Data Entry Preferences are always stored in the audit trail, so it is easier to tell if someone has been hiding transactions by resetting the values here. To find them, choose Find from the Edit menu and choose Change Audit Prefs in the Action popup field.