You can change the way you wan to view the expense information in the main display grid. Review the summary for information on how the different features affect the views.
Use filters with the different views to narrow the displays even more. Click here to learn more about filters.
Grid
The grid view is a standard view with columns and cells, much like a spreadsheet. You can sort and arrange the headers of this view. To change the order of the columns, drag and drop to the new location. If you want to sort by a column, both ascending or descending, click on the column header. To sort by a specific field in a column, click the small sort icon in the column header and make your selection.
The Grid display also offers some extended functionality from the right click menu. Right clicking on the column header provides you with the following choices:
- Sort Ascending/Descending - Mimics the function of clicking on the column header toggling sorting in a ascending and descending manner depending on the column contents.
- Clear Sorting - Removes any sorting applied and returns the column to the default view.
- Filter Editor - Launches the Filter Builder to quickly build a filter based on the column selected. Using boolean logic and selecting the appropriate data, you can arrange the column information specifically.
- Clear Filter - Removes any applied filters.
- Group by this Column - Groups the data by the column selected and changes the view to and expandable and collapsible tree view. To remove the Group By function, right click, and select, Clear Group By.
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Summary (Not all choices listed below apply to all columns.)
- Sum - Inserts a fields at the bottom of the column chosen and displays the total sum.
- Minimum - Inserts a field at the bottom of the column chosen and displays the minimum within the column.
- Maximum - Inserts a field at the bottom of the column chosen and displays the maximum within the column.
- Average - Inserts a field at the bottom of the column chosen and displays the average of the values in the column.
- Count - Inserts a field at the bottom of the column chosen and displays the total count of column items.
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Clear Summary - Removes the summary view.
- Pin Column Left, Right, Clear Pin - When enabled, the Pinning function which allows a column to be anchored to the left side of the row and always stay on screen as you scroll through the other columns. Clear Pin removes any of the Pin settings applied.
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Best Fit - Selecting best fit will automatically adjust the column widths for the data contained in the column.
Click on the links above to learn more about the function.
Calendar
The calendar view allows you to select a date range to change the view of expenses. select a date or date range on the calendars and the display grid will reflect the expense items of the selections.
You can click on the entry to open it up.
Editor and Lists
The Editor and Lists buttons toggle the display for the editing grid and lists. With the lists you have the following:
- Clients
- Employees
- Task Codes
- Expense Codes
Each of the above have the ability to be change the orientation of the tabs and have them auto-hide to the side of the display. Simply, click on the pushpin icon to change the orientation of the tabs. The tab will move vertically and auto-hide when accessing another area. as well as have Favorites and Most Recent functionality.