Browse Windows
When you open a register, a browse window will open, listing all the existing records in the register.
For example, in the Sales Ledger in Standard Accounts, if you click the [Invoices] button in the Master Control panel or use the ⌘-1 keyboard shortcut, the window that opens is a browse window, entitled 'Invoices: Browse'. This window lists all the Invoices in the register:
Similarly, in Standard Nominal Ledger, clicking the [Transactions] button in the Master Control panel or using the ⌘-1 keyboard shortcut will open a browse window entitled 'Transactions: Browse' that lists all the Transactions in the register:
Browse windows offer the following features:
- Sorting
- Click a column heading to sort the list. Click again to reverse the sort. The sort column has a blue heading, and an arrow indicates the sort direction.
- Adjusting Columns
- Drag the column headings to change the order of the columns.
- To remove a column from a browse window, open the drawer by clicking the button with the arrow icon in the top right-hand corner of the window:
Remove the tick from a check box to remove the corresponding column from the browse window.
- Saving Window Configurations
- If you move or resize a window or change the sort order and you want the change to be remembered, choose 'Save Position' from the Window menu (you can also use the ⌘-Shift-S keyboard shortcut). Use 'Restore Position' to return the window configuration to standard.
- Searching
- To find a particular record in the list, first sort the list by the column that you want to use for the search. In the illustration above, for example, the list is sorted by No. allowing you to search for an Invoice with a certain Number. Then, type a letter, word, number, or date in the Search field (there is no need to click in the field before typing). Then press the Enter key.
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- Many browse windows include an Operations drop-down menu. Highlight one or more records in the list (hold down the Shift key while clicking), then click the button with the image shown on the left to open the menu. When you choose a function from this menu, it will be applied to every highlighted record.
- Opening a record
- Open a record by double-clicking, or by selecting the line and pressing the Enter key. The record will be opened in a record window.
- Duplicating a record
- Find the record that you want to duplicate, highlight it and click the [Duplicate] button above the list (or use the ⌘-Y keyboard shortcut). A record window will open, containing the new duplicate record. In many cases, the new record will contain the current date, not the date of the duplicated record.
- Creating a new record
- Click the [New] button above the list, or use the ⌘-N keyboard shortcut. A record window will open, containing a blank new record.
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