Fast! allows you to add transactions to a group of records in a spreadsheet style. You can enter by record name, ID, or by a query of records. You can choose more than the required fields and distinguish by General Ledger account, project, and other unique field choices. You have the option of entering default information in the D row, and at that point add a query of records and it will fill in the names along with the default row selections. You can also save templates and use them at later dates if it's a recurring charge.

Create a datasheet:
  1. In Fast!, click New SB Charge or New SB Payment.
  2. Enter a name in the Name field.
  3. In the Default set field, click the binoculars to select a saved default set or create a new default set.
  4. Enter a description in the Description field.
  5. In Available fields, highlight the fields to include in the datasheet and click Select.
    • Fields appear in the datasheet columns in the order in which you select them in the Add these fields to the datasheet box. Prioritize and order the fields to speed data entry. For example, place rarely used fields near the end of the datasheet
    • If you select certain fields that require the inclusion of another field, the program automatically adds the required field with the selected field
  6. When you finish selecting fields, you can:
    • Click Save and Close to save the datasheet and return to the Fast! page
    • Click Save and New to save and close the datasheet and open a new one
    • Click Datasheet View to save the datasheet and begin entering charges or payments 

Enter charge or payment information in the datasheet:
  1. In Fast!, open a saved or new datasheet, and click Datasheet View
    • If you entered a default set, the values appear in the default row. If you did not assign a default set, you can click the binoculars to select a saved set or create a new default set.
    • Values selected to display in the default row will default into subsequent rows based on the Enter datasheet default setting. 
  2. Enter data in the row below the default row and press the Tab key. If you did not select to view the default row, enter data in the first row of the datasheet.
  3. Repeat for all the charges and payments to enter.
  4. Click Save and Close to save the datasheet.
  5. To add the charges or payments to records, click Commit Records.