The button is used to open an existing record, or document, for editing. Clicking on the button will usually open another screen with a blank record ready for you to complete. You will see it on many of the screens and toolbars in the software. The button is used to create a new record.
#ENTER PENDING TRANSACTIONS INTO MONEYSPIRE SOFTWARE#
Home Accounts 3 User Guide 1 EZPZ Software Limited 2013ħ Buttons Many of the buttons seen on various screens throughout the software have similar uses. Changing the order of the columns in a grid using the column heading. When you close the screen the new column order will be remembered and use again the next time that screen is opened. Keep the mouse button held down and drag the column to where you want it to appear. You should see the column heading turn black whilst the rest of the grid becomes faint or ghosted out. Move your mouse pointer over the centre of a column heading then click and hold down your left mouse button. A third use of the column headings is to change the order in which the columns are displayed. Use the divider line between the column headings to widen or narrow the columns. When you close the screen the new column widths will be remembered and used again the next time that screen is opened. Whilst in this position if you click and hold down your left mouse button you can drag right or left to make the column wider or narrower as required. If you move your mouse pointer over the divider line between two column headings the mouse pointer will change shape to become a double-headed arrow.
You can also use the column headings of a grid to widen or narrow the columns in order that the data in the grid is easier for you to read. This change in the ordering of records in the grid is only temporary: once you close the screen and reopen it, the grid assumes its default order again. If you click again on the column heading containing the arrowhead the direction of the sort is reversed, so that the highest value is at the top and the lowest value is at the bottom, and the arrowhead points upwards. In terms of a column containing text this means sorted from A at the top to Z at the bottom. An arrowhead pointing downwards indicates that the column is sorted from lowest value at the top to highest value at the bottom. The arrowhead indicates which column the grid is currently sorted on and also the direction of the sort. You will recognise such grids by the presence of an arrowhead in one of the column headings. Many of the grids in the software have their column headings programmed to change the order of the records in the list when the column heading is clicked on. At the top of each column in the grid is the column heading, which contains text telling you what information is displayed in that column.
A grid looks very similar to a spreadsheet in its layout it is made up of rows and columns and the box where a row and column intersect is referred to as a cell. Common Controls Grids Grid controls are widely used throughout the system to display lists of records and for data entry. Please take a few minutes to read this chapter and familiarise yourself with its contents. 32Ĥ Depreciating an asset Increasing/decreasing the value of an asset Entering an Opening balance Adding liability account transactions.35 Increasing/decreasing a liability Entering an Opening balance Presets.37 Predictive Text.39 Payees Transaction details Transaction reference Revaluing a foreign currency account.42 Reconciling an account.43 Budgets.46 Entering budgets using the Budgets window Entering budgets via a category record Budget comparison Graphs and Charts.48 Importing transactions from a file.51 Automated entries.56 Contacts.60 Reminders.61 The Reminders list Reminder types Utilities.64 Rebuild Data Clear old transactions Delete all transactions View error log Maintaining your data.66 Backing up your data Restoring your data Renaming a dataset Year end processing.68 User access and security.69 Managing multiple datasets.72 Adding a new dataset Removing a dataset Index.75Ħ Conventions This chapter summarises the controls and features that are common to all parts of the software. 8 Account reports.10 The Account ledgers.12 Editing/deleting a transaction Account balance graph Categories.16 The Categories list Adding a new category Editing a category Deleting a category The Spending Tracker Enter journals Category reports.21 Adding bank/credit card transactions.25 Entering a single transaction Using the Category dropdown Entering a batch of transactions Foreign currency transactions Split transactions Entering a transfer Entering an Opening balance Adding asset account transactions.32 Revaluing an asset. 1 Home Accounts 3 User Guide A guide to using Home Accounts 3 software EZPZ Software Limited November 2013ģ Contents Conventions.
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