Selections

Display Inactive

Inactive records are usually hidden from view with the financial information and history retained for reporting.

Selected, Inactive records are shown.

Clear, Inactive records are hidden from view.

Auto Select

Selected, selections, filters and sorts will be immediately applied to the list.

Clear, click Select Bank Accounts to apply selections, filters and sorts to the list.

The default value is set in CB Settings Misc tab.

Select Bank Accounts (F9)

Click to apply selections, filters and sorts to the list.

Grid Toolbar

Expand Toolbar (Alt+F9)

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

Insert (F4)

Insert a new Bank Account from CB Bank Account.

Open (F12)

Opens a CB Bank Account window where you can view details.

Print (Ctrl+P)

Print the list, save it to an Excel worksheet or .pdf.

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, to customise the fields visible in the grid.

Refresh (F5)

Reloads the list with 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.

Create List View (Alt+L)

Save the current list state as a List View.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.

Footer

Record Count

The total number of records shown in the list. Click to refresh the total number.