Definitions
To define standard terms.
"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
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
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
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
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
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
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
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 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
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