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Navigation Hints and Tips

Caroline Buckland Updated by Caroline Buckland

Customising Advanced Financials

Reordering Columns

This feature enables you to redesign the look and feel of the list box. Simply click and drag column header to your preferred position.  When released, the columns are shuffled to accommodate the new order.

Column Locking

If you right click the column heading and choose Lock Column, the column will always be displayed when scrolling to the left or the right. Please note the column lock is not available unless there is a need to scroll horizontally.  To unlock the columns, you will need to right click on the first column heading in the list and choose Lock Column again.

Show/Hide Columns

When you are in a list it is possible to hide columns from your view. Right click the column heading and select Hide Column. 

You can also use the Show/Hide/Reorder Columns option. 

Use the less than sign to move the columns to the Hidden section of the screen.  Click on OK once your selection is complete.

To unhide, repeat the steps above and move the fields back to the Visible Column section

Fit Column Width

When you right click against the column heading the list box will be displayed, if you choose Fit Column Width then the column will be resized to fit the entered values. Clicking Fit Column Width – All Columns will do this for all the columns on the list box

Sorting

Once you have retrieved a list of some sort, for example, a list of suppliers, customers, or transactions. You have the functionality to sort the list in ascending or descending order. Click the column heading to sort in ascending order and click again to sort in descending order.

Please note: You can only sort one column at a time

If you right click on a column header, you have the option to Sort Ascending or Descending

Fit Column Width

Any changes you have made to the view can be reset back to the shipped version of the screen by right clicking and selecting the Reset Columns action.

Downloading Enquiry Lists

To download the detail within you list screen, start by clicking the blue arrow in the bottom right corner of the list. This will display the List Download Box.

Excel/Sheets

Most users will want to download their list to MS Excel. As such, on the Excel/Sheets tab you can choose from the following options:

Clipboard - copy the list to the clipboard and paste it manually to the spreadsheet,

File - send it to file, which you then enter the file name

Open in Excel - this will download to the spreadsheet, but you can add in the start cell reference

Open using Excel Spreadsheet - this will download to the spreadsheet, and you can then just open the file

Word/Docs

If required, you can download to a Word document.

You have two options available: -

Open in Word - this will download the list into word for you

Open using word - you can then choose a file to download to, click on the browse button and choose a word document you have already created

Column Selection

This screen allows you to select which fields you wish to download, by default all are selected.  To deselect a field, take the tick out from the Select field.

You can also use the Move up and Move down button to reorder the fields.

Miscellaneous

In the Data Options part of the screen, you can select how to separate the data, select Comma, Tab or Character Sequence, and enter your preferred character.

Favourite Enquiries

When using the system there will be enquiries that you access on a regular basis. For example, General Ledger Enquiries, Accounts Payable Enquiries. To make access quicker to these types of enquiries you can save them as favourites.

Once you have setup your enquiry with the details and layout you want click on the Favourite Enquiries icon.

In the Select/Find field enter a name and click on the SAVE button.

As the Favourite Enquiry icon is available from any of the menu screens, you can quickly access your enquiry at any time.

From the Favourite Enquiries, select the enquiry you wish to use, and the screen will then be displayed.

Note: to stop the favourites enquiries popping up when you select the menu option click on the DISPLAY button to remove the Y. Then click on the Save button.

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