Creating Views

Creating Views link arrow_upward

1. Expand Operations within the navigation menu, open Transactions page.
2. Click the blue arrow to open the right-sidebar, then expand the View tool.
3. Click Select view, enter a name, and click Create/Update View. A pop-up will appear to create the new view.
4. Click OK to save it. Confirm a view name and click Create View.
5. Optionally favourite the view by clicking Favourite View for quick access later.
6. Open View Settings to choose optional settings such as defaulting Sending Date to Today.

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Views can be created for all pages.

Updating Views link arrow_upward

1. Expand Operations within the navigation menu, open Transactions page.
2. Click the blue arrow to open the right-sidebar, then expand the View tool.
3. Click Select view, make any changes to the columns in the view, and click Save View.
4. To rename a view, select it and click Create/Update View. Click No to rename it.
5. Key the new view name and click Rename View.

Assigning Views link arrow_upward

1. Expand Reference Data within the navigation menu, open Views page.
2. Click View Users tab in the detail grid.
3. Click the tab and add other users email addresses - this will need to be pasted as there is no dropdown list to select from.
4. Tick 'Is Super' to allow users to update our view.

Adding Favourite Views link arrow_upward

1. Expand Operations within the navigation menu, open Transactions page.
2. Click the blue arrow to open the right-sidebar, and expand View.
3. Click Customise and add other views.
4. Optionally re-order views by clicking and dragging.
5. Click Customise to save favourite views.
6. Shortcut keys of Alt + 1 through to Alt + 9 switch between these views.

Customising Navigation Panel link arrow_upward

Use the 'drag and drop' feature to drag any of the navigator menu items into our Favourites. For our data entry users we recommend Transactions and Locations to be placed under Favourites for easy access.