Difference between revisions of "Allowances List"
From TrueERP wiki
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== Overview == | == Overview == | ||
| + | |||
| + | The Allowances List is a report that details all the current Allowances entered into your ERP database. The list can be | ||
| + | viewed by 'Active Allowances', 'Inactive Allowances', or 'All Allowances'. Creating New Allowances can be done directly | ||
| + | from within the Allowances List by selecting the 'New' button, then entering the relevant data. Ways Lists in ERP can be Manipulated: | ||
| + | |||
| + | *[[Filtering Lists]] | ||
| + | *[[Searching f5 f6 f7]] | ||
| + | *[[Customising Lists]] | ||
| + | *[[Report Printing Options]] | ||
| + | *[[Export Data]] | ||
| + | |||
| + | '''How To Use the Allowances List''' | ||
| + | |||
| + | *Select the 'Payroll Tab' | ||
| + | *Select the 'Allowances List' Button | ||
| + | |||
| + | As per other lists within ERP you can: - | ||
| + | |||
| + | *Customise the Allowance List. | ||
| + | *Export the Allowance List. | ||
| + | *Perform Searches within the Allowance List. | ||
| + | *Execute Filters within the Allowance List. | ||
| + | *Print the Allowance List. | ||
| + | |||
| + | Please refer to Global Features for details on the functionality of the above choices. | ||
| + | |||
| + | *"Double-click on any field to get more information." (The field cannot be blank). | ||
| + | *"Hold down Alt to add multiple to Filter". (i.e. select multiple criteria/entries for filitering). | ||
| + | *Select the relevant radio button to display the Allowance List required, i.e. | ||
| + | |||
| + | *Active Allowance | ||
| + | *Inactive Allowance | ||
| + | *All Allowances | ||
| + | |||
| + | Note: the Current Filter: Active='T' and Active='F' respectively at the bottom left of the Active and Inactive lists. | ||
| + | |||
| + | Note: the Total Records: "3", "1", "4" respectively. | ||
| + | |||
| + | *Select the 'New' button to load the New Allowance data entry screen. | ||
| + | *Displayed at the bottom right of screen is 'Auto List Updates Disabled'. When this is disabled (refer to | ||
| + | Utilities/Preferences/Speed) you need to select the 'Refresh' button to update the list after a new Allowance, or | ||
| + | a change to an Allowance has been entered. | ||
Latest revision as of 15:33, 2 March 2011
Overview
The Allowances List is a report that details all the current Allowances entered into your ERP database. The list can be viewed by 'Active Allowances', 'Inactive Allowances', or 'All Allowances'. Creating New Allowances can be done directly from within the Allowances List by selecting the 'New' button, then entering the relevant data. Ways Lists in ERP can be Manipulated:
How To Use the Allowances List
- Select the 'Payroll Tab'
- Select the 'Allowances List' Button
As per other lists within ERP you can: -
- Customise the Allowance List.
- Export the Allowance List.
- Perform Searches within the Allowance List.
- Execute Filters within the Allowance List.
- Print the Allowance List.
Please refer to Global Features for details on the functionality of the above choices.
- "Double-click on any field to get more information." (The field cannot be blank).
- "Hold down Alt to add multiple to Filter". (i.e. select multiple criteria/entries for filitering).
- Select the relevant radio button to display the Allowance List required, i.e.
- Active Allowance
- Inactive Allowance
- All Allowances
Note: the Current Filter: Active='T' and Active='F' respectively at the bottom left of the Active and Inactive lists.
Note: the Total Records: "3", "1", "4" respectively.
- Select the 'New' button to load the New Allowance data entry screen.
- Displayed at the bottom right of screen is 'Auto List Updates Disabled'. When this is disabled (refer to
Utilities/Preferences/Speed) you need to select the 'Refresh' button to update the list after a new Allowance, or a change to an Allowance has been entered.
