e5 Tips - Miscellaneous

Command Detail

“ The transaction information will be copied to the line below.

D The transaction information will be deleted.

DD type DD at the first line that you want to delete and the last file you want deleted and then press [Enter]. It will delete those lines and all those in between.

I The line will be inserted below this line.IP The line to be inserted above the line that you are

The command column is at the side of journal lines and for example the list of nominals that are linked to a cost centre. It can be used for a number of different commands

Tip: With all these commands if you add a number e.g. so if you want to copy a line a number of times type “2 and so on

Searching

Command Column

In all enquiries you can add search filters to the enquiry results

Press [Ctrl] + [F]

•This opens up a search row above the results and below the column headings.•Enter the criteria you want to filter by (in this case we have entered 31 Jul 2011).

Press [Ctrl] + [G]

To run the filter/search

Press [Ctrl] + [Q]

To remove the search filter

Sorting

In all columns you can select a column heading to sort it in ascending/descending order .

You just need to right-click and select. A triangle will appear next to the column heading to indicate the sort order. In the above example, the Status column is sorted in ascending order.

E5 Tips – Personal Query

You can personalise or customise your queries if, for example, the column you want to see is off to the right of the screen or you want to hide columns

Steps to a Personal Query Set up

Right-click on any column

Select Personal Query

Select the columns you want to display or not display

Move columns up or down

Select the tabs along the top making appropriate changesOn the last tab select Run Query

This gives you a preview

Select the Finally, Exit/Re-edit/Save Query tab

Select Save and Exit Query

E5 Tips - Favourite Enquiry

Some times you run the same enquiry, for example looking at the same cost centres transactions on a regular basis. Instead of entering the same details time and time again you can set up a favourite enquiry

Steps to a favourite enquiryFind and run your EnquirySet up the appropriate parameters in the Selection areaCustomise the Enquiry

Select the Favourites icon Enter the name of the EnquirySelect OKSelect Save

Now whenever you select the Favourites icon your Enquiry will appear in the list

To run the Enquiry

Select the Favourites icon Select it.Select Execute