Selection

Period

Budgets for the selected period are shown. Current period is the default.

Last Period

Budgets for the period prior to the Current Period are shown.

Year

Budgets for the current financial year are shown.

Full Year

Budgets for the current period last year through to the last available GL period are shown.

All Periods

Budgets retained in the entire history are shown.

Range of Periods

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

Grid toolbar

Expand Toolbar (Ctrl+F9)

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

Open (F12)

Opens GL Budgets and shows the selected record.

Print (Ctrl+P)

Print the graph, or save it as a PDF file and send it 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 any 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.

Open budget (Alt+U)

Open the GL Budget to edit standard GL accounts.