Code

A unique code of up to 8 characters that can include letters and digits.

Name

Enter a name for each Media code.

Bank Through

Selected, when the Media code is selected as the default for a customer, Bank Through is automatically selected for that customer. Note, this has no effect at time of receipt or cash sale.

Summarise

Selected, the total for the Media codes will be printed on the bank copy of banking summaries. e.g. CASH media.

Rounded

Selected, when OE Orders and IN Invoices are saved, banking items with this Banking Media Code will be rounded, based on the currency rounding, set in IN Settings - Rounding tab. By default for the Media Code CASH, this will be selected.

A balance cannot be entered with a value that cannot be represented by the rounded Media code. For example, the smallest denomination of NZD Cash is ten cents, so NZD Cash amounts must be rounded to an amount ending in 0.

Clear, when OE Orders and IN Invoices are saved, balances for this Banking Media type will not be rounded.

Inactive

Banking media types marked inactive will be hidden from selections, with financial information and history retained for reporting. To set to inactive, the Banking Media cannot be used in the AP Payments Settings, or as a Default Media Code in CB Settings.

Grid Toolbar

Expand Toolbar (Alt+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Insert (F4)

Enter additional Media codes.

Delete (F3)

Codes can be deleted provided they have not been used in Accredo.

Print (Ctrl+P)

Print a report of the information in the grid.

Filter / Sort List (Ctrl+F2)

Clear Filter / Sort (Ctrl+F3)

Apply or clear a Filter & Sort. The button changes to indicate if a filter and sort is applied.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields to appear in the grid.

Refresh (F5)

Reloads changes other Users may have made.