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  • Add headers, subtotals and lines to purchases


 

 

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Not available in AccountRight Basics

Known issue in AccountRight 2019.1

When printing purchases, the Amount column for blank or header lines will show $0.00. We know how annoying this is and we'll make sure it's fixed in a future update.

You can add lines, headers and subtotals to purchase transactions.

 

To insert a blank line

To insert a blank line

A blank line can be left blank, or you can enter text in the Description field that will appear on the printed form. Although the text appears bold on screen it will print normally.

  1. In the Purchases window, click in the line below where you want the line to appear.

  2. Go to the Edit menu and choose Insert Blank Line.

Use shortcut keys to easily insert a blank line. CTRL + SHIFT + L

To insert a transaction line

To insert a transaction line

Add a transaction line if you need to enter more services or items than are allowed for on the screen.

  1. In the Purchases window, click in the line below where you want the transaction line to appear.

  2. Go to the Edit menu and choose Insert Transaction Line.

Use shortcut keys to easily insert a transaction line. CTRL + SHIFT + I

To insert a header

To insert a header

You can group several line items by inserting a header. For example you may want to separate ‘materials’ and ‘labour’.

  1. In the Purchases window, click in the line below where you want the header to appear.

  2. Go to the Edit menu and choose Insert Header. A blank line will appear in the scrolling list.

  3. Type the text for the header in the Description column.

  4. Press Tab to complete the entry. The text appears in grey.

Use shortcut keys to easily insert a header. CTRL + SHIFT + R

To insert a subtotal

To insert a subtotal

  1. In the Purchases window, click in the first line below the items to be subtotalled.
  2. Go to the Edit menu and choose Insert Subtotal. A line appears, displaying the subtotal of the individual amounts that appear above the subtotal line. Note that if there are amounts that have already been subtotalled above this line, they will be disregarded.

Use shortcut keys to easily insert a subtotal. CTRL + SHIFT + S

To delete a blank line, transaction line, header or subtotal

To delete a blank line, transaction line, header or subtotal

  1. In the Purchases window, click anywhere on the blank line, transaction line, header or subtotal you want to delete.
  2. Go to the Edit menu and choose Delete Line.

Use shortcut keys to easily delete a line. CTRL + SHIFT + D