Access the Advanced Line Item window

Advanced line item functionality is generally used by data entry clerks or GL coders or someone that needs to enter a series of line items.

Note: Advanced line item mode is only available when a file relationship has been configured for the project, and Advanced Indexing Mode is enabled in the relationship settings. See File relationships for more information.

  1. Click Related Files.

  2. Click Advanced.

  3. Add or edit line items as necessary, then click Save.

  1. Enter line item information, then click Add.

  2. Click Save.

    Click Reset to clear all entries in the Item Entry section.

  1. In the Related Files section, select the check box next to the line item(s) you want to copy, then click Copy.

  1. Make any necessary modifications to the line item, then click Save.
  1. In the Related Files section, select the check box next to the line item(s) you want to delete, then click Delete.

  1. Click Continue to delete
  2. Click Save.