View All Attachments For A Transaction
Within the Ledger Inquiry an Eclipse user can view all attachments for a transaction. Click here to read more in our Guide about Viewing Attachments For Transactions in Ledger Inquiry
Add Attachments After Transaction Posted
Within the Ledger Inquiry an Eclipse user can add an attachment to a transaction after it has already been posted. Click here to read our Guide on Attaching Documents To Transaction After Posting
Search For Transactions In Ledger Inquiry
Using the search functions an Eclipse user can search for a transaction. The ledger inquiry consists of all transactions within the database and can be helpful when searching for transactions in a single directory. Click here to read more in our Guide about Record Searches
Adding Notes in the Budget Worksheet
You can add notes for a specific chart code, which can also be presented on the Cost Report. Click here to read our Guide about Notes in the Budget Worksheet
Record Search
Use the search bar and query bar effectively to search for specific chart codes, description and amounts. Click here to read our Guide on how to do a Record Search
Export the Budget Worksheet In To Excel
You have the ability to export the Budget Worksheet main screen into excel to make changes and paste back into Eclipse. Click here to read more in our Guide that shows you how to Export/Import Budget Worksheet in Excel
Filter the Budget Worksheet Main Screen
Within the Budget Worksheet, users have the ability to sort different columns by ascending or descending order. This can be helpful when navigating through a large chart of accounts to find a specific chart code or amount. Click here to read more in our Guide that shows you how to Sort Rows in Ascending and […]
Make Unposted Transactions Visible on the Budget Worksheet Main Screen
The ability to make unposted transactions visible on the main screen of the module so that analysis can be made on future transactions to be posted. Click here to read more in our Guide about Showing unposted transactions in the Budget Worksheet
Make Unposted Transactions Visible on the Transactions Tab
By changing the setup option within the module, Accountants can choose to make unposted transactions visible in the transactions tab. Click here to read out Guide on the Transaction Tab – Budget Worksheet
Transactions Tab
Within the budget worksheet, Accountants have the ability to review all transactions for a specific chart code. These transactions can be exported into an Excel spreadsheet and pasted back in with the applicable changes. Click here to read more in our Guide on the Transaction Tab – Budget Worksheet