Selection

Period

Transactions entered in the selected Period are shown, Current Period is the default.

Last Period

Transactions entered in the period prior to the Current Period are shown.

Year

Transactions for the current financial year are shown.

Last Year

Transactions for the previous financial year are shown.

Full Year

Transactions for the current period last year through to the last available AR period are shown.

All Periods

All transactions are shown.

Range of Periods

Activates the From and To period controls. Select a continuous range of periods to view.

Opening

Displays the opening balance for the Balance column, as at the period selections.

Toolbar

Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Open Details (F12)

View and edit the details for the transaction.

Drill down (Shift+F12)

View the source document. You can also double-click a line to open the document.

Print (Ctrl+P)

Print a report of the information in the grid.

Filter / Sort List (Ctrl+F2)

Clear Filter / Sort (Ctrl+F3)

Apply or clear a Filter & Sort. The button changes to indicate if a filter and sort is applied.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Refresh (F5)

Reloads changes other Users may have made.

Calculate Totals / Clear Totals
(Alt+=)

Toggle on/off total calculation for the list fields where Total is selected in grid customisation.