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Transaction Entry · Standard and Pro

Enter transactions faster. Keep the important detail.

RachelsTools keeps shortcuts, checks and supporting customer information inside the transaction workflow, where they are easiest to use.

Feature 19 · Credit warnings

See the customer’s position before adding more work.

Display outstanding transactions while a transaction is being added or edited, so open and overdue balances can be considered before the entry is completed.

  • Show the customer’s current open and overdue totals.
  • Review individual outstanding transactions without leaving the entry.
  • Keep credit context beside the transaction instead of checking a separate ledger.
QuickBooks invoice with RachelsTools customer ledger, notes, open balance and overdue transaction information
Customer notes and the outstanding position available from the transaction.
QuickBooks invoice showing the RachelsTools shortcut that opens the selected customer ledger
A direct route from the transaction to the customer or supplier ledger.

Feature 7 · Ledger shortcut

An additional control beside the customer or supplier opens the relevant ledger directly while the transaction remains the starting point.

  • Open the selected customer or supplier ledger in one step.
  • Keep the relationship between the transaction and its account clear.
  • Use the shortcut in both Xero and QuickBooks workflows.

Feature 8 · Pop-up notes

Mark important note lines so RachelsTools can show them as a warning when the related customer, supplier or transaction is opened.

  • Show marked notes automatically during transaction work.
  • Keep reminders concise by selecting only the relevant lines.
  • Close the warning and continue without leaving the transaction.
QuickBooks customer ledger showing a RachelsTools pop-up created from a marked customer note
A marked note displayed automatically beside the accounting work.

Feature 9 · Transaction review

Catch missing information before the transaction is committed.

The review pop-up brings the important fields together for one final check and can require selected information to be completed before saving.

Review key fields

See the important transaction information together before saving.

Require information

Choose fields that must be completed before the transaction can be committed.

Reduce corrections

Find omissions while they are still easy to correct.

Transaction entry screen with a selected line and the RachelsTools Duplicate control
Duplicate a selected transaction line directly underneath the original.

Feature 11 · Duplicate a line

Repeat a transaction line without re-entering it.

Select a line, choose how many copies you need and place them directly beneath the original, ready for the next edit.

  • Keep the product, description, quantity, rate and tax detail.
  • Create one or several copies in the same action.
  • Edit only the values that change.

Feature 10 · Statement memo

Build a useful statement memo from the transaction lines.

Turn the line descriptions and values into a concise statement summary, then add saved wording without retyping messages used repeatedly.

  • Create the memo from the actual line detail.
  • Choose a saved summary format.
  • Append or replace reusable customer-facing wording.
RachelsTools invoice review window with controls for creating a statement summary and adding a saved message
Statement summary and reusable message controls in the final review.
QuickBooks invoice showing RachelsTools saving the line details and reason before voiding
The original quantities, descriptions and values retained in the memo before voiding.

Feature 24 · VOID memo

Preserve the transaction evidence before the values are cleared.

Save the reason and a summary of every transaction line to the memo before continuing to the normal QuickBooks void confirmation.

  • Retain each line’s quantity, description and value.
  • Record the reason and date of the void request.
  • Keep the note even if the operator does not complete the void.

More transaction-entry controls

Small safeguards for the details that matter.

Feature 18

Lock – change a stock code

Change the stock code without replacing the existing line description or price.

Feature 21

Email a copy to yourself

Send the transaction to your inbox, the customer or both from the same workflow.

Feature 42

Journal entry balance

Keep the journal out-of-balance figure visible while the journal is being entered.