Selections

Period

Select a period to view for:

• Period - Select a single period in the From selection.
• Year - Displays batches for the current year.
• All Periods - All batches are displayed.
• Range of Periods - Select the From and To periods to display a range.

Period lookup has a year selection. Press Ctrl+Up and Ctrl+Down or Ctrl++ and Ctrl+- (numeric keypad) to move through a year at a time. Press + or - (numeric keypad) to move forward or backward a period.

Default is Range of Periods with From Period set to First Available period for JC or period of first Current Batch whichever is earlier, and To Period set to Last Available period for JC.

Batches

Select the type of batches to display from:

• Time
• Material
• Disbursement

Selection

Select to show batches that are:

• Unposted
• Posted
• Deleted
• All Batches (excludes Deleted batches)

Job Person

You can filter the list by selecting a Job Person.

Auto Select

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

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

The default value is set in JC Settings Misc tab.

Select Batches(F9)

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

Grid Fields

Batch

The Adjustment Batch identifier.

Period Selection

Select the period to view batches for.

Selection

View Unposted (default), Open, Posted, Deleted or All Batches.

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 transaction batch.

Delete (F3)

Delete the selected batch. If unsure, open the batch first before deleting. The batch is transferred to the Deleted Batches list, and can be recreated using Duplicate Batch.

Open (F12)

Opens Batch data entry. View the details for the Transaction Batch including all lines. You can edit an unposted batch.

Print (Ctrl+P)

Print the Batch Report. You can save as an Excel worksheet or PDF file and 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)

The Transaction Batch list to reload changes other Users may have made.

Create List View (Alt+L)

Save the current list state as a List View.

Post selected (Alt+T)

You can post a single unposted batch.

Post all up to current period (Alt+A)

You can post all batches up to Current Period - it will terminate if it finds an invalid batch.

Find (Ctrl+F)

Find a batch using the Batch ID.

Customise Toolbar

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