Copying a Cash Receipt

  1. Select the Data Entry menu and then Cash Receipts.

  2. The Cash Receipts Batch Search screen will appear.

  3. Select the desired batch of cash receipts into which to copy the cash receipt by double-clicking on the batch description or clicking on the batch once and then clicking the Select button.

  4. On the Cash Receipts screen, click the Copy Cash Receipt button.

  5. If prompted, click OK to continue.

  6. At the Copy Cash Receipt screen, enter the ID of the received from for the cash receipt to copy in the Received From ID field.  If the ID is not known, click the Search button to select the correct one.

Note:  Click the Find button to select the correct received from, cash receipt number, and/or cash receipt key to copy; then continue with Step 9.

  1. Enter the number of the cash receipt to copy in the Old Cash Receipt Number field.  If the cash receipt number is not known, click the Find button to select the correct one.

  2. Enter the number of the cash receipt key to copy in the Old Cash Receipt Key field.  If the cash receipt key is not known, click the Find button to select the correct one.

  3. If desired, enter the number of the receipt to use for the new cash receipt that will be created in the New Cash Receipt Number field.  The receipt number can be alphanumeric and up to 12 characters long.  If the Use System Numerically Assigned Cash Receipt Numbers field is selected in the General Ledger System File within the School Accounting System, the New Cash Receipt Number field is disabled (cannot be changed), and the system will automatically assign the cash receipt number.

  4. Click the Save button.

  5. The newly created (copied) cash receipt will appear on the screen; if needed, make changes and then click the Save button.