There are several shortcuts available for posting payment information in the AR Cash Receipts form.
Shortcuts are only available from the Total Applied field during Add mode. Available shortcuts include:
Ctrl + A
This shortcut sets the amount in the Total Applied field to the Current Due amount. If applicable, it also sets the Tax Applied column to the amount in the UnPaid Tax field, the FC Applied column to the amount in the UnPaid FC field, the Disc Taken to the available discount amount (Disc Offered field minus Prev Disc Taken), and the Tax Disc to the amount in the Avail TaxDisc field. Disc Taken and Tax Disc amounts are only applied if the transaction date is less than or equal to the selected invoice's discount date.
Ctrl + W
This shortcut sets the Disc Taken amount to the available discount amount (Disc Offered field minus Prev Disc Taken field). This shortcut is only applicable if a discount applies to an invoice (set during invoice entry). This function allows you to auto apply the discount even when the transaction date is greater than the invoice's discount date.
Ctrl + E
This shortcut sets the Tax Disc to the Avail TaxDisc amount. This shortcut is only applicable if a discount applies to an invoice (set during invoice entry). This function allows you to auto apply the discount even when the transaction date is greater than the invoice's discount date.
Ctrl + F
This shortcut changes the Total Applied amount to the Due Less FC amount and removes the UnPaid FC amount from the FC Applied column.
Ctrl + G
This shortcut sets the Retg Applied amount to the UnPaid Retg amount and updates the Total Applied column by the same amount. If you are using the Distribute Tax to Retainage feature (AR Company Parameters), unpaid retainage includes retainage tax.
Ctrl + Q
This shortcut reduces the Total Applied amount by the Tax Applied amount
Note: Reverse the above options by re-clicking the shortcut keys.
Ctrl + T
This shortcut processes a tax reversal for the selected invoice. This option allows you to reverse unpaid taxes that were included on the invoice. When entering this shortcut, a prompt displays. Click Yes to process the tax reversal. If there is unpaid tax for the invoice, the system creates an adjustment transaction in AR Invoice Entry and applies it to the original invoice. A message displays, stating that an invoice entry batch was created, along with the batch month and ID. The system updates the current transaction to reflect the tax adjustment (the UnPaid Tax field is set to 0.00 and the Current Due column adjusts accordingly). If tax has been paid on the invoice, a message displays that that the system will not reverse tax until the partial tax payment has been deleted or reversed. If tax was not originally applied, or was written off, a message displays stating that there is not any tax to write off.