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 each period of the current 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 GL period are shown.

All Periods

Transactions 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.

Opening

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

Grid toolbar

Expand Toolbar (Ctrl+F9)

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

Insert (F4)

Insert a transaction.

Open (F12)

Opens the GL Batch the transaction was posted in. You can also double-click a line to open the transaction.

Drill down (Shift+F12)

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

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 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.

Find (Ctrl+F)

Find a transaction using the Transaction ID.

Customise Toolbar

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