General questions

• Billing more than the billable amount displayed

• Giving transactions a future date (post-dating them)

• Entering a transaction using a date in a previous fiscal year

• Finding a transaction that's been recorded

• Billing less than the billable amount

• Consolidating activities

• Determining which accounts will be updated by a transaction

Fixing problems

• Problems sending the transaction to email/fax/disk

• Changing a recurring transaction

• The activity I want to pay doesn't appear in the list

• The date is displayed in the wrong format

• The date that is displayed is incorrect

Entering line items

• Skipping the account number and entering only the account name

• If you don't see the account you want to use

Multicurrency tips

• The exchange rate is different for this transaction than for other transactions