Selections

From Date

To Date

Enter the dates to show a date range.

Change Type

Select the types of changes to view, from:

• Add
• Update
• Delete

Auto Select

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

Clear, click Select Change (F9) to apply selections, filters and sorts to the list.

Select Change (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.

Print (Ctrl+P)

Print a report, or save as a PDF file to send as an email attachment.

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.

Create List View (Alt+L)

Save the current list state as a List View.

Open Source (Alt+O)

Opens the record that bank account number was changed in.

Customise Toolbar

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