When using any software, there are usually some tips that can make your experience better.
This Step-by-Step tutorial guides you through the following tips in the Financials: Add a one-click shortcut to the Enter Transactions page in Accounts Payable, Use keyboard shortcuts on the Enter Transactions page, Modify a dashboard widget to display your unposted journal entries.
•For a visual tutorial, see the Tips for using the Financials video.
•All video tutorials can be viewed from the Videos at a Glance page.
This Section Includes:
- Add a One-Click Shortcut to the Enter Transactions Page
- Use Keyboard Shortcuts on the Enter Transactions Page
- Modify a Dashboard Widget to Display Your Unposted Journal Entries
Add a One-Click Shortcut to the Enter Transactions Page
- From the Top menu, select Applications -> Accounts Payable.
- From the Accounts Payable menu, select Enter -> Transaction.
- Click the Close link when the Person Search window appears.
- Click on the Add To My Tasks link located in the upper right-hand corner.
- Notice the Enter Transaction link appears in the My Tasks menu.
Use Keyboard Shortcuts on the Enter Transactions Page
- From the Enter Transaction page, click on the Due Date field.
- Press the letter "T" on your keyboard. Notice that today's date appears in the Due Date field. ("T" stands for Today's Date.)
- Next, click on the Project field and then press the letter "S". ("S" stands for Search.)
- Notice the Project Search window appears.
NOTE: The letter "S" can be used to search on any field that contains a Search icon or a Calendar
icon.
Modify a Dashboard Widget to Display Your Unposted Journal Entries
- From any financials dashboard, click the widget drop-down and then select the "My Status" option.
- Click the Select link located on the right side of the widget title bar.
- Select the "My Unposted Journal Entries" option in the Available Options box and drag it over to the Selected Options box.
- Next, click the Save link on the widget title bar.
- Notice a summary of your unposted journals appears. Click the View Details
icon to see more information about your unposted journal entries.
- The unposted journals appear in a gird.
- Click the Export to Excel
icon to export the list of journals to an Excel spreadsheet.
- Click the Edit
icon to make changes to a specific journal.
- Click the Close link if you are finished viewing the journals.
NOTE: You can add several status queries to appear on the My Status widget. This example only displays one. Be aware that if you load a lot of queries on the My Status widget and have a large database, it may take longer for the widget to load.
Updated