Standard Features

Refresh Spread Method Source Values
The Simple Spread Methods provides the option to spread a budget over months in the budget year using as the spread basis Actual data from Great Plains Acco...
Mon, 7 Mar, 2016 at 11:26 AM
Column Data Sort -Ascending/Decending
Columns data, including AccountNum, can be sorted on an ascending or descending basis.  To sort, "anchor" in the header cell of the column y...
Mon, 7 Mar, 2016 at 10:49 AM
Apply Number Formatting
The configuration settings on the App Config/Menu Editor on the Application Configuration/General tab are: ...
Wed, 25 May, 2016 at 12:19 PM
Expand/Collapse Row View
After a report is run, rows can have either a "-" or a "+" symbol to denote an available action to either expand or collapse the ...
Mon, 21 Mar, 2016 at 2:33 PM
Expand/Contract Data Display Box
To expand or contact the data display box hover your curser at the edge of the box until the double sided white arrow appears and then "right-click&quo...
Thu, 24 Mar, 2016 at 10:26 AM
CompanyDB Search
By Drilling down into the "CompanyDB", Tag 1 - 5 will show and can be Searched on.  These Company Tags are defined in Bulk Company Management...
Wed, 25 May, 2016 at 11:40 AM
Duplicating an Allocation
1.  From the drop down menu select the Allocation you wish to duplicate; 2. Click the "Duplicate" button and the "Du...
Mon, 15 Aug, 2016 at 12:48 PM