Headers and Lines

 

As we explain the various transactional screens in FilePro, we will refer to 'Headers' and 'Lines'.  Nearly every transaction is broken into a header and lines.

 

In the example below, a general cheque, the cheque itself is the header and the cheque butt or details are the lines.

 

 

Generally, the header is the basic information relating to the transaction, i.e. the date, reason etc. whereas the lines specify the details, i.e. amounts, tax etc.

 

Often multiple lines are required, i.e. in the example above, there is a GST Exclusive and a GST Inclusive portion to the medical fees, so two lines have been entered to reflect this.  Another example would be if someone paid you for two of their files - you would need to enter a receipt with a line for each file.

 

Both the header and the lines section have their own navigation bar, hence to add a new header you use the navigation bar at the top of the screen, whereas to add a line you use the navigation bar in the lines section.

 

At the bottom of the screen you will usually see the details of the line in focus.  As you can see in the example above, the line in focus is the one with an arrow next to it, and the details at the bottom of the screen pertain to that line.