Standard Features

Budget Summary - View Save History
This functionality provides an Audit Trial including the user name of the person who updated the information.  1) The current data is displayed on th...
Tue, 2 Feb, 2016 at 11:36 AM
Refresh Lookup Syn Status
When the Lookup functionality is used and the data is copied over from the Data Shopping Cart to the Account Details/Assumptions screen it appears as be...
Tue, 2 Feb, 2016 at 12:02 PM
Apply Variance Threshold
By checking this box the Variance Threshold setup in the in Manage Company Databases/Company Definitions/Budget Variance tab will be applied to the  varian...
Thu, 4 Feb, 2016 at 8:23 AM
Hide Commented Variances
Rows with commented variances can be hidden by checking the "Hide Commented Variances" box.  Below is the same report with the box c...
Thu, 4 Feb, 2016 at 8:31 AM
Select/Deselect All
The Select All functionality allows all rows on a screen to be selected for processing/actions that you wish to apply to all lines.  For example, you may wi...
Mon, 7 Mar, 2016 at 8:39 AM
Confirm Not Saved popup
On certain screen/tabs when the data has been changed but not saved and you have tried to navigate to a new screen/tab, the following message appears: ...
Tue, 9 Feb, 2016 at 11:47 AM
Show Spread Calculation (Expanded Spread Method)
By clicking on the below button the "Show Spread" columns will appear.  These columns provide for on screen calculations. 1) Enter...
Mon, 15 Feb, 2016 at 9:32 AM
Drill - Formatted Columns
When Formatted Columns are displayed on the screen there is generally underlying data that can be drilled into, such as transaction detail from Great ...
Thu, 24 Mar, 2016 at 10:17 AM
Using Right and Left Pointing Arrows to Select/Deselect
When a screen presents the following format, users are required to select or deselect report criteria depending on their needs. To select al...
Mon, 22 Feb, 2016 at 11:10 AM
Managing Open Screens
By clicking on the down arrow, the highlighted menu appears.  There are three options: 1) "Close" - this will close the screen you are on, there...
Tue, 23 Feb, 2016 at 11:36 AM