2 Tree Mode - Revision history

Simon Clive at 01:25, 12 July 2011

2011-07-12T01:25:40Z

Simon Clive at 01:24, 12 July 2011

2011-07-12T01:24:17Z

Simon Clive at 01:16, 12 July 2011

2011-07-12T01:16:12Z

Simon Clive at 01:04, 12 July 2011

2011-07-12T01:04:23Z

Simon Clive: Created page with "Tree Mode Can you explain how tree mode works? The Chart of Accounts list can be viewed in detailed list mode or Tree mode. The Chart of Accounts List displays the full list ..."

2011-06-27T05:36:46Z

Created page with "Tree Mode Can you explain how tree mode works? The Chart of Accounts list can be viewed in detailed list mode or Tree mode. The Chart of Accounts List displays the full list ..."

New page

Tree Mode

Can you explain how tree mode works?

The Chart of Accounts list can be viewed in detailed list mode or Tree mode. The Chart of Accounts List displays the full
list of Accounts within your business with related balances. You can view by Active Accounts, Inactive Accounts or
All Accounts, by selecting the required radio button.

You can view the Chart of Accounts in List mode - You can search easily in this mode
Or in Tree mode - expand or contract to view (there is a preference that you can set your account to open in Tree Mode
or not)

To set your chart of accounts to view in tree mode

Select Accounts tab.
Select Accounts List button
Tick Tree Mode, radion button (this opens as default, but can be controlled in Utilities=>preferences=>accounts

By clicking on the (+) icons, it will allow you to view (expand) more of your account details. By clicking (-) it will hide (contract)
the detail. All $ values of Sub Accounts are drillable, i.e. in expanded view only.

Can you explain how Tree Mode works?

When creating an account you can create a tree mode so as to be able to post transactions to separate
Departments/products for annalysing costs.

eg. Under Expenses you can have a Header account labeled Motor Vehicle Expenses,
then a sub under that of Petrol then a sub under that of e g. vehicle names

Producet Type ..... Expense
Manufacture :......Motor Vehicle Expenses
Type :.......Petrol
Product :.....Holden GHS 223

Note: To drill into the information on Tree Mode double click into the + then double click onto the figures to drill into the informaion
that makes up that balance.

If an account has been set up as a header you will not be able to drill into that account. A header account is for totals only, transactions
can not be posted to a header account.

Merging Accounts

How to Merge Accounts

In some circumstances you may need to merge two accounts. It is not possible to simply change the name in the account
file as this is a unique identifyer for each record. You must create a new account with the new name and merge the old
account into it.

Select Accounts
Select Account List
Untick Tree Mode
Hold down the control key (Ctrl) and select the account name that you want to keep
Continue to hold down the control key and select the account you want merged into the first account
Once selected Right Click your mouse and select Merge
You will then get a message confirming
Select OK

@@ Line 20: / Line 20: @@
 *Select the '''Account Type''' and select each '''Sub Account''' as required
 *Type in an '''Account Name''' you require. The newly created Account Tree will display in the '''Account Tree View''' box.
-*'''E.g''' under '''Account Type''' - '''Expenses''' you can have a '''Sub Account''' labeled '''Motor Vehicle Expenses''', then a '''Sub Account''' under that of'''Petrol''' then an '''Account Name''' of the '''Vehicle Type''' or '''Registration'''<br>
+*'''E.g''' under '''Account Type''' - '''Expenses''' you can have a '''Sub Account''' labeled '''Motor Vehicle Expenses''', then a '''Sub Account''' under that o f'''Petrol''' then an '''Account Name''' of the '''Vehicle Type''' or '''Registration'''<br>
 <br> '''N.B'''. To '''Drill''' into the information on Tree Mode double click into the '''(+)'''&nbsp; then double click onto the figures to '''Drill''' into the informaion that makes up that balance. If an account has been set up as a '''Header''' you will not be able to '''Drill''' into that account. A '''Header''' account is for '''Totals''' only, transactions can not be posted to a header account.

@@ Line 5: / Line 5: @@
 The '''Chart of Accounts List''' can be viewed in detailed list mode or '''Tree Mode'''. The Chart of Accounts List displays the full list of Accounts within your business with related balances. You can view by '''Active Accounts''', '''Inactive Accounts''' or '''All Accounts''' by selecting the required '''Radio Button'''.
-You can view the Chart of Accounts in '''List''' mode - You can search easily in this mode&nbsp;<br>
+*You can view the Chart of Accounts in '''List''' mode - You can search easily in this mode&nbsp;<br>
+*Or in '''Tree mode''' - expand or contract to view.
-Or in '''Tree mode''' - expand or contract to view.
+*To set your chart of accounts to view in Tree Mode select the Accounts module and select the Accounts List button.
+*On the top right of the screen tick the '''Tree Mode '''radio button'''.'''This can be set to open by default from'''Utilities - Preferences- Accounts''' and tick '''Default to Tree View for Chart of Accounts'''
-To set your chart of accounts to view in Tree Mode select the Accounts module and select the Accounts List button.
+*Select '''Save'''
+*By clicking on the '''(+)''' icons, it will allow you to view '''(expand)''' more of your account details. By clicking '''(-)''' it will hide '''(contract) '''the detail.
-On the top right of the screen tick the '''Tree Mode'''radion button. This can be set to open by default from'''''<i>Utilities - Preferences- '</i>'''Accounts''' and tick '''Default to Tree View for Chart of Accounts'''
+*All '''$''' values of '''Sub Accounts''' are '''Drillable''' in expanded view only.
-−
 Select '''Save'''
-−
 By clicking on the '''(+)''' icons, it will allow you to view '''(expand)''' more of your account details. By clicking '''(-)''' it will hide '''(contract) '''the detail.
-−
 All '''$''' values of '''Sub Accounts''' are '''Drillable''' in expanded view only.
 <br>
@@ Line 23: / Line 17: @@
 When creating an account you can create a '''Tree Mode''' so as to be able to post transactions to separate '''Departments/Products''' for annalysing costs.
-From the '''Main Screen''' select '''Accounts''' and select the'''Account''' button
+*From the '''Main Screen''' select '''Accounts''' and select the'''Account''' button
+*Select the '''Account Type''' and select each '''Sub Account''' as required
-Select the '''Account Type''' and select each '''Sub Account''' as required
+*Type in an '''Account Name''' you require. The newly created Account Tree will display in the '''Account Tree View''' box.
+*'''E.g''' under '''Account Type''' - '''Expenses''' you can have a '''Sub Account''' labeled '''Motor Vehicle Expenses''', then a '''Sub Account''' under that of'''Petrol''' then an '''Account Name''' of the '''Vehicle Type''' or '''Registration'''<br>
 Type in an '''Account Name''' you require. The newly created Account Tree will display in the '''Account Tree View''' box.
-−
 '''E.g''' under '''Account Type''' - '''Expenses''' you can have a '''Sub Account''' labeled '''Motor Vehicle Expenses''', then a '''Sub Account''' under that of'''Petrol''' then an '''Account Name''' of the '''Vehicle Type''' or '''Registration'''<br>
 <br> '''N.B'''. To '''Drill''' into the information on Tree Mode double click into the '''(+)'''&nbsp; then double click onto the figures to '''Drill''' into the informaion that makes up that balance. If an account has been set up as a '''Header''' you will not be able to '''Drill''' into that account. A '''Header''' account is for '''Totals''' only, transactions can not be posted to a header account.
-'''Merging Accounts'''
+In some circumstances you may need to '''Merge''' two accounts. It is not possible to simply change the name in the account file as this is a unique identifyer for each record. You must create a new account with the new name and merge the old account into it.
-−
-How to Merge Accounts
-−
 In some circumstances you may need to '''Merge''' two accounts. It is not possible to simply change the name in the account file as this is a unique identifyer for each record. You must create a new account with the new name and merge the old account into it.
 *From the '''Main Menu''' select '''Accounts - Account List''' and untick '''Tree Mode'''.
 *'''Hold''' down the control key '''(Ctrl)''' and select the account name that you want to keep.
 *'''Continue''' to hold down the control key '''(Ctrl) '''and select the account you want merged into the first account.
 *Once selected '''Right Click''' on the '''First '''account and select '''Merge''' from the displayed list.
 *You will then get a message confirming '''Select OK'''

@@ Line 1: / Line 1: @@
 '''Tree Mode'''
 Can you explain how tree mode works?
@@ Line 5: / Line 5: @@
 The '''Chart of Accounts List''' can be viewed in detailed list mode or '''Tree Mode'''. The Chart of Accounts List displays the full list of Accounts within your business with related balances. You can view by '''Active Accounts''', '''Inactive Accounts''' or '''All Accounts''' by selecting the required '''Radio Button'''.
 You can view the Chart of Accounts in '''List''' mode - You can search easily in this mode&nbsp;<br>
 Or in '''Tree mode''' - expand or contract to view.
 To set your chart of accounts to view in Tree Mode select the Accounts module and select the Accounts List button.
-On the top right of the screen tick the '''Tree Mode''' radion button. This can be set to open by default from '''Utilities - Preferences- ''''''Accounts''' and tick '''Default to Tree View for Chart of Accounts'''
+On the top right of the screen tick the '''Tree Mode'''radion button. This can be set to open by default from'''''<i>Utilities - Preferences- '</i>'''Accounts''' and tick '''Default to Tree View for Chart of Accounts'''
 Select '''Save'''
 By clicking on the '''(+)''' icons, it will allow you to view '''(expand)''' more of your account details. By clicking '''(-)''' it will hide '''(contract) '''the detail.
 All '''$''' values of '''Sub Accounts''' are '''Drillable''' in expanded view only.
 <br>
 When creating an account you can create a '''Tree Mode''' so as to be able to post transactions to separate '''Departments/Products''' for annalysing costs.
 From the '''Main Screen''' select '''Accounts''' and select the'''Account''' button
 Select the '''Account Type''' and select each '''Sub Account''' as required
 Type in an '''Account Name''' you require. The newly created Account Tree will display in the '''Account Tree View''' box.
 '''E.g''' under '''Account Type''' - '''Expenses''' you can have a '''Sub Account''' labeled '''Motor Vehicle Expenses''', then a '''Sub Account''' under that of'''Petrol''' then an '''Account Name''' of the '''Vehicle Type''' or '''Registration'''<br>
 <br> '''N.B'''. To '''Drill''' into the information on Tree Mode double click into the '''(+)'''&nbsp; then double click onto the figures to '''Drill''' into the informaion that makes up that balance. If an account has been set up as a '''Header''' you will not be able to '''Drill''' into that account. A '''Header''' account is for '''Totals''' only, transactions can not be posted to a header account.
-<br>
 '''Merging Accounts'''
 How to Merge Accounts
-In some circumstances you may need to merge two accounts. It is not possible to simply change the name in the account file as this is a unique identifyer for each record. You must create a new account with the new name and merge the old account into it.
+In some circumstances you may need to '''Merge''' two accounts. It is not possible to simply change the name in the account file as this is a unique identifyer for each record. You must create a new account with the new name and merge the old account into it.
-Select Accounts Select Account List Untick Tree Mode Hold down the control key (Ctrl) and select the account name that you want to keep Continue to hold down the control key and select the account you want merged into the first account Once selected Right Click your mouse and select Merge You will then get a message confirming Select OK
+*From the '''Main Menu''' select '''Accounts - Account List''' and untick '''Tree Mode'''.

@@ Line 1: / Line 1: @@
-Tree Mode
+'''Tree Mode'''
 Can you explain how tree mode works?
-The Chart of Accounts list can be viewed in detailed list mode or Tree mode. The Chart of Accounts List displays the full
+The '''Chart of Accounts List''' can be viewed in detailed list mode or '''Tree Mode'''. The Chart of Accounts List displays the full list of Accounts within your business with related balances. You can view by '''Active Accounts''', '''Inactive Accounts''' or '''All Accounts''' by selecting the required '''Radio Button'''.
 list of Accounts within your business with related balances. You can view by Active Accounts, Inactive Accounts or
-All Accounts, by selecting the required radio button.
-You can view the Chart of Accounts in List mode - You can search easily in this mode
+You can view the Chart of Accounts in '''List''' mode - You can search easily in this mode&nbsp;<br>
-Or in Tree mode - expand or contract to view (there is a preference that you can set your account to open in Tree Mode
-	or not)
-To set your chart of accounts to view in tree mode
+Or in '''Tree mode''' - expand or contract to view.
-Select Accounts tab.
+To set your chart of accounts to view in Tree Mode select the Accounts module and select the Accounts List button.
-Select Accounts List button
-Tick Tree Mode, radion button (this opens as default, but can be controlled in Utilities=>preferences=>accounts
-By clicking on the (+) icons, it will allow you to view (expand) more of your account details. By clicking (-) it will hide (contract)
+On the top right of the screen tick the '''Tree Mode''' radion button. This can be set to open by default from '''Utilities - Preferences- ''''''Accounts''' and tick '''Default to Tree View for Chart of Accounts'''
-the detail. All $ values of Sub Accounts are drillable, i.e. in expanded view only.
-Can you explain how Tree Mode works?
+Select '''Save'''
-When creating an account you can create a tree mode so as to be able to post transactions to separate
+By clicking on the '''(+)''' icons, it will allow you to view '''(expand)''' more of your account details. By clicking '''(-)''' it will hide '''(contract) '''the detail.
-Departments/products for annalysing costs.
-eg. Under Expenses you can have a Header account labeled Motor Vehicle Expenses,
+All '''$''' values of '''Sub Accounts''' are '''Drillable''' in expanded view only.
-	then a sub under that of Petrol then a sub under that of e g. vehicle names
-Producet Type              ..... Expense
+<br>
-Manufacture			:......Motor Vehicle Expenses
-Type					:.......Petrol
-Product					:.....Holden GHS 223
-−
-Note: To drill into the information on Tree Mode double click into the + then double click onto the figures to drill into the informaion
+When creating an account you can create a '''Tree Mode''' so as to be able to post transactions to separate '''Departments/Products''' for annalysing costs.
-that makes up that balance.
-If an account has been set up as a header you will not be able to drill into that account. A header account is for totals only, transactions
+From the '''Main Screen''' select '''Accounts''' and select the'''Account''' button
-can not be posted to a header account.
-Merging Accounts
+'''E.g''' under '''Account Type''' - '''Expenses''' you can have a '''Sub Account''' labeled '''Motor Vehicle Expenses''', then a '''Sub Account''' under that of'''Petrol''' then an '''Account Name''' of the '''Vehicle Type''' or '''Registration'''<br>
-How to Merge Accounts
+<br> '''N.B'''. To '''Drill''' into the information on Tree Mode double click into the '''(+)'''&nbsp; then double click onto the figures to '''Drill''' into the informaion that makes up that balance. If an account has been set up as a '''Header''' you will not be able to '''Drill''' into that account. A '''Header''' account is for '''Totals''' only, transactions can not be posted to a header account.
-In some circumstances you may need to merge two accounts.  It is not possible to simply change the name in the account
+<br>
-file as this is a unique identifyer for each record.  You must create a new account with the new name and merge the old
-account into it.
-Select Accounts
+'''Merging Accounts'''
 Select Account List
-Untick Tree Mode
+How to Merge Accounts
 Hold down the control key (Ctrl) and select the account name that you want to keep
-Continue to hold down the control key and select the account you want merged into the first account
+In some circumstances you may need to merge two accounts. It is not possible to simply change the name in the account file as this is a unique identifyer for each record. You must create a new account with the new name and merge the old account into it.
 Once selected Right Click your mouse and select Merge
-You will then get a message confirming
+Select Accounts Select Account List Untick Tree Mode Hold down the control key (Ctrl) and select the account name that you want to keep Continue to hold down the control key and select the account you want merged into the first account Once selected Right Click your mouse and select Merge You will then get a message confirming Select OK
 Select OK