Tips and Tricks
Here are some Tips and Tricks you may find helpful when it comes to using our software.
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
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
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
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
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