In this guide, we show How to Get the Best from the New Finance AG Grids within the Finance Module.
Watch a short Instruction Video instead of, or as well as, reading the guide.
This guide uses the Invoices & Credit Notes section of the Finance Module as an example. However, the principles of use remain the same across all New Finance AG Grids.
To begin, go to Modules > Finance > Finance Home Page > Accounts Payable > Invoices & Credit Notes
The standard Processing Buttons are shown along the top of the page.
Within the Grid, the Columns pop-out on the right allows for displayed Columns to be chosen.
Similarly, the Filters pop-out on the right allows for various Filters to be chosen.
Choices can be Saved or Reset by using the buttons at the top right. This sets how the page will open by default.
Ticking Outstanding for Active Year or Outstanding for All Year(s) determines how many Invoices & Credit Notes are displayed in the Grid.
Clicking Print allows for the printing of the Grid.
Selecting a line from the Grid activates the Processing Buttons along the top that are relevant to that line.
Within the line, anything that is in Blue Text and Underlined is a Hyperlink to, for example, the Supplier, the Purchase Order, or the Payment.
In the example below, to view the Invoice, either click on View/Edit or double click anywhere on the line that isn’t a Hyperlink.
In the example below, more Processing Buttons relevant to the selected line are available as payment is yet to be made.
Multiple lines can be selected, either by highlighting lines as required…
…or by highlighting one line, holding shift and then clicking on the last line to be selected.
All lines can be selected by ticking the Select All box.
The Grid can be sorted by Column by clicking on that Column’s Header.
It can be Filtered by clicking on the Filter Icon.
Columns can be ordered by clicking on them and Dragging then to the desired place.
Dragging a Column Header to the top of the Grid orders the Grid according to that Column Header. In the example below the total Inv/Crd Value (£) is shown.
This can be expanded.
The Grid can be exported by right-clicking anywhere in the Grid.
