Difference between revisions of "Account List for Budget"
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| − | <menu name=myMenu align=center> | + | <menu name="myMenu" align="center"> |
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[[Budget vs Actual]] | [[Budget vs Actual]] | ||
[[Job Report (Budget vs Actual)]] | [[Job Report (Budget vs Actual)]] | ||
| − | </menu> | + | </menu> |
| − | == Overview == | + | == Overview == |
| + | |||
| + | This button will display a Chart of Accounts list with the display default set to show only accounts that have a [[Budget]] set <br>against them. <br> Ways Lists in ERP can be Manipulated: <br> | ||
| + | |||
| + | *[[Filtering Lists]] | ||
| + | *[[Searching f5 f6 f7]] | ||
| + | *[[Customising Lists]] | ||
| + | *[[Report Printing Options]] | ||
| + | *[[Export Data]] | ||
| + | |||
| + | '''How To: View the Account List for Budget''' | ||
| + | |||
| + | *Select '''Budget '''Tab | ||
| + | *Select '''Account List''' for Budgets button | ||
| + | *The list of all accounts with Budgets set against them will be displayed. | ||
| + | |||
| + | *Select '''Tree Mode''' tick box to view accounts grouped together under their header accounts where applicable | ||
| + | *Select '''Active''' account radio button to see all active accounts | ||
| + | *Select '''Inactive Account''' radio button to see all inactive accounts | ||
| + | *Select '''All Account''' radio button to see the full Chart of Accounts with all accounts displayed | ||
Latest revision as of 23:59, 22 January 2014
Overview
This button will display a Chart of Accounts list with the display default set to show only accounts that have a Budget set
against them.
Ways Lists in ERP can be Manipulated:
How To: View the Account List for Budget
- Select Budget Tab
- Select Account List for Budgets button
- The list of all accounts with Budgets set against them will be displayed.
- Select Tree Mode tick box to view accounts grouped together under their header accounts where applicable
- Select Active account radio button to see all active accounts
- Select Inactive Account radio button to see all inactive accounts
- Select All Account radio button to see the full Chart of Accounts with all accounts displayed
