Trans Detail

This section of the Transaction form contains several user defined fields for storing information to use in reports and your own record keeping.

User 1

When you are using Take Checks Over The Phone, enter the number of the check in this field and it will be printed on the debtor's check.

If you are not printing checks, this field is available for your own use. The information you enter here can be pulled into reports and letters.

User 2

This field is available for your own use. The information you enter here can be pulled into reports and letters.

User 3

This field is available for your own use. The information you enter here can be pulled into reports and letters.

User 4

This field is available for your own use. The information you enter here can be pulled into reports and letters.

User 5

This field is available for your own use. The information you enter here can be pulled into reports and letters.

User 6

This field is available for your own use. The information you enter here can be pulled into reports and letters.

User 7

This field is available for your own use. The information you enter here can be pulled into reports and letters.

Attachment

This field will display an Attachment File Name if you have created an Attachment for this transaction. It will remain empty if there is no Attachment for this transaction.

Transaction attachments are files that can be 'attached' to transactions. This is a very handy way of keeping track of scanned original invoices, MS Excel spreadsheets or any other appropriate file type associated with a transaction.

To the right of this field there are four buttons. You can use these buttons to perform the following actions.

- Select a file from the Attach folder
- Open a file
- Print a file
- Delete a file

To ATTACH AN EXISTING FILE to this transaction select the Magnifying Glass button. This feature lets you attach any kind of file to your transactions in Collect! As long as Windows is set up to handle that file type, you can instantly display any type of original information about any transaction.

To CREATE AN ATTACHMENT, select the Open button and the Text Editor will start. Enter text as needed and then press F8 to save and exit.

If you put a URL in this field, Collect! will use your web browser to go to the web site when you select the OPEN button.

To PRINT THE DISPLAYED FILE, select the Print button.

To DELETE THE FILE, select the button with the stylized X on it. This prompts you to delete the file.

Transaction attachments created by Collect! are text files stored in the ATTACH folder. They are named {file#}.### where file# is the debtor's File Number and ### is a sequence number. A single debtor can have up to 999 attachments.

You can also select other file types, as long as Windows knows how to display the types you choose.

The Attachment field has space for 62 characters for a filename. Collect! stores transaction Attachment files by default in the bin\global\masterdb\attach\debtor folder if you have the masterdb database opened.

See Also

- Transaction