To make the task of entering payments as fast as possible, the Auto-Populate check box performs in a very specific manner.

Procedure

1. Begin a new Payment Transaction and check the Auto-Populate Box.
2. Press to begin entering Line Items.

   SAFE automatically gathers all open invoices/credits and displays them in a new window to tag and select.

3. Press the [Ok] button to automatically insert the tagged transactions into the Payment transaction.

Notes

Auto-Populate has a few ‘quirks’ which can significantly speed your workflow, but which can be puzzling until you understand the logic. Here are a couple of tips to get you up to speed:

1. Once the Auto-Populate Window has closed, it will not re-open for the current transaction. Once you have selected (tagged) the invoices to be auto-populated, any new line items may be added one at a time.

   If you wish to go back to the Auto-Populate Window you can do so by saving the current Payment Transaction, then Editing it again.

2. If you tag/insert line items from the Auto Populate Window, those payments are filtered (excluded) from subsequent open invoice look ups. Put another way: any invoices already entered into the Payment Transaction during Auto-Populate are excluded from the Open Invoice look up. The assumption is that, since the invoices were already added to the Payment Transaction they should not be available for selection yet again.

   If you wish to see all open invoices during a Line Item look up, press (or just clear the Locator and press the key.) This clears the filter and displays all open invoices whether or not they have already been added to the Payment Transaction.