Definitions

To define standard terms.

InSummary
"InSummary" is a check box setting on Manage Company Databases and Manage Budgets. In order for a BudgetID within it...
Fri, 22 Apr, 2016 at 7:46 AM
InLookups
In order for CompanyDB, BudgetID, Object, and Account Number (Budget Account Number)  data to be available for Lookup, the "InLookup" box needs ...
Tue, 7 Jun, 2016 at 1:13 PM
Dashboard Tab
This is the default tab when the following menu items are opened.  Please note the data items on the screens can differ and that the data elements on some t...
Mon, 28 Mar, 2016 at 8:11 AM
Account Details Tab
This tab can be accessed from the Dashboard tab by: 1. Drill - Blue Line; 2. Drill - Formatted Columns 3. By clicking on the tab as per below: ...
Tue, 19 Apr, 2016 at 9:34 AM
Budget Summary
This is the lower part of the screen found on Accounts Details tab.  The following tabs are the default display: Acct History; Monthly...
Thu, 19 May, 2016 at 9:42 AM
"Right-Click" Menu and Short-Cut Keys
Most screens have menu/s that can be accessed by a "right click" on your mouse while "anchored" in a cell.  The below shows the "Ri...
Fri, 22 Apr, 2016 at 3:32 PM
Sensitive - Summary, Detail and Level
The assignment of the Sensitive settings provides a way to restrict viewing access to Object/Main Account and/or Budget Account Numbers.  The as...
Mon, 28 Mar, 2016 at 8:10 AM
Reference Drill Down screens
When the below "Right-Click" menu options are used the resultant data screen is the Reference Drill Down screen: Below is a...
Mon, 28 Mar, 2016 at 8:07 AM
Tags
Tags are user defined fields that can be used to group Company, OrgUnits, Objects and ERP Accounts (GL Codes)  respectively together for Row Format (Grid Fo...
Tue, 19 Apr, 2016 at 11:23 AM
"Adjustments" checkbox and Adjustments Sub-tab
The Adjustments sub-tab is identical to the Assumptions tab. When an Object or Budget Account is designated for Payroll, Allocations or Contra Allocat...
Thu, 28 Apr, 2016 at 11:35 PM