Support Blog

Copy / Paste

Did you know that you can copy and paste text into Paxton?  For example, you can copy a reference from a spreadsheet into the reference field in Multiple Expenditure Bookings/Payments, or a reference or comment into a Journal/Adjustment booking or even a donors address into the Donor Maintenance screen.

All you need to do is copy the text from your document and if it’s going into a field in a grid, such as in Multiple Expenditure Bookings, press your space bar to edit the field and either right click and choose Paste. If you're pasting into a field not in a grid, such as the address field in Donor Maintenance, then you just need to right click and Paste.

F9 - Copy Line

This allows you to copy from the line above in the Multiple Income/Receipts, Multiple Expenditure/Payments, General Bookings and Donation bookings screens.

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FEBRUARY 2026

Closing Accounts and Funds

You can’t delete an account code or a fund code if they have ever had transactions against them. This is for audit purposes. You can however mark them as closed. This will remove them from the selection list when entering new transactions. You will still be able to select closed funds and accounts in reports. You can only close an account or fund if there is no balance. You can also rename the account or fund code with a Z at the front of the code and it will appear at the bottom of the list on the report selections.

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MARCH 2026

Store and Recall

Did you know that you can store templates of regular transactions and reports? For example if you have a journal / adjustment that you do every month then you can store the details and recall it the next time you need to book it. All you would need to do is change the date and any amounts if applicable.

You can also use the Store function if you are in the middle of making an entry and you aren’t ready to record it yet, or if you need to log out and haven’t finished it. Just click on Store and give it a name. Then you can Recall it when you are ready to complete it. After you have booked it you can delete the stored transaction.

NOTE: The help video on this topic uses accruals data. If you're running receipts & payment you will see an Accounts menu instead of Nominal Ledger