Procedure for updating notes payable status

Function outline

In [Update notes payable status], search for notes to change the status, and then update the status of the appropriate notes. Updates can be made as a bulk or individually.

1. Screen Display Method

1. Select [Debts] → [Notes Payable] → [Entry].
2. From the menu, select [Update Notes Payable Status].
   → the [Update notes payable status] screen will appear.  

2. Searching conditions entry

→To Menu Reference

1. Enter the search conditions for the data to update the status.
2. Click on "Refer (X)"
    → The notes receivable data that matches the conditions will appear on the [update notes payable status] screen.

3. Voucher data selection

1. Turn On the "bulk execute object" checkbox for the notes payables in the [spread], in order to update in a one bulk.
   To execute auto-journal at the same time as the voucher status update, turn the  "journal objects" checkbox ON.
2. To update the status of all found notes payable data, click on the  "Set all (H)" button in the [Bulk execute object].
   To execute auto-journal of all found notes payable, click on the  "Set all (J)" button in the [auto-journal].
3. Click on the "Bulk execute (S)" button.
   → The [Bulk update notes payable status] screen will appear. Refer to  "4. Bulk update of Status"
4. To individually update the retrieved notes payable status, select the appropriate  notes payable from the spread with the cursor, then click the  "Execute (A)" button
   → The [notes payable entry] screen will appear. Refer to "5. Individual  Update of status."

4. Bulk update of Status

→To Menu Reference

1. From the "Status"  pull-down menu, select the notes payable status after update.
2. Click on the "Execute (A)" button.
   →Status will be updated.

5. Individual Update of Status

1. From the "Status"  pull-down menu, select the voucher status after update.
    When making other changes, enter in the items.
2. Click on the "Save (S)" button.
   → The notes payable status will be updated.