Selection

Period

Transactions entered in the selected Period only are displayed.

Last Period

Transactions entered in the period prior to the Current Period are shown.

Year

Transactions for the current financial year are displayed.

Last Year

Transactions for the previous financial year are displayed.

Full Year

Transactions for the year preceding the Current Period will display.

All Periods

All transactions are displayed.

Range of Periods

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

Show all transactions (Ctrl+A)

Shows transactions for all Jobs.

Grid toolbar

Expand Toolbar (Ctrl+F9)

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

Zoom (Ctrl+F12)

Zooms to Form view for the transaction line.

Insert (F4)

Insert a transaction.

Open (F12)

View the details for the transaction. You can edit parts of the transaction if it was entered in JC and has not been transferred to GL. You can also double-click a line to open the transaction.

Drill down (Shift+F12)

View the source document.

Print (Ctrl+P)

Print a report of the information in the grid.

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.

Show Invoices (Ctrl+S)

Display the JC Transaction Invoice Query form for the selected transaction.

Customise Toolbar

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