Welcome
Financials Overview
User Interface Overview
User Preference Improvements
Alerts & Field Error Focus
The all new Data Grid!
Input Fields & Dynamic Validation
Screen Structure
Miscellaneous New Features
Generic Actions
Chart Functionality
Hints and Tips!
Useful information to include when raising Financials cases
Navigation Hints and Tips
Browse Timeouts
Release Notes - Functional
December 2024
November 2024
October 2024
September 2024
August 2024
July 2024
June 2024 Release
May 2024 Functional Changes
Release Notes - New UI Improvements
June Release 2024 - New UI Improvements
May Release 2024 - New UI Improvements
April Release 2024 - New UI Improvements
Accounts Payable Quick Cards
Accounts Payable Supplier File
Accounts Payable Data Entry
Enter a logged Invoice
Log Invoice/Credit Note
Non Purchase Order Related Invoice Entry
Order Related Invoice
Order Related Invoice with Mismatches
Order Related Invoices - mismatch scenarios
Mismatch Types
Accounts Payable Enquiries
Accounts Payable Payments
Accounts Receivable Quick Cards
Create a Customer Account
Create & Copy Invoices/Credit Notes
Customer Enquiry
Cash Allocation
Cash De-Allocation
Dunning Process
General Ledger Quick Cards
Journal Entry
Enquiries Account Details
Closing Module Periods
Close the GL Period
Closing a Year & Closing the Last Year Adjustment Period
Trial Balance
GL Enquiries - Balance Sheet & Profit and Loss
Transactions Enquiries
Fixed Assets Quick Cards
Prompt File - Asset Creation Updated
Fixed Assets Period End & Depreciation Updated
Revaluation
Disposals
Relife
Purchasing Management Quick Cards
Import Tool Kit
Reconciliation Processes - Helpful how-to guides
Daily Checks
General Ledger Reconciliation Reporting
Accounts Payable Reconciliation Reporting
Accounts Receivable Reconciliation Reporting
Fixed Assets Reconciliation Reporting
Purchasing Management Reconciliation Reporting
Procurement Portal
Suggested Testing Areas
Frequently Asked Questions!
How do I stop over receipting of orders
Why has my transaction not appeared on the payment run?
How do I stop a user posting to a prior and future period
Prevent user posting to specific balance classes
Download Templates
Out of office
How do I give a user read only access?
De-allocate and an AP Payment
- All categories
- Financials Overview
- Generic Actions
Generic Actions
Updated by Tauqeer Hussain
Generic Actions
With the new shell and page header replacing the pulldown menus and toolbar, we now have a new set of global actions replacing the Previous UI. This is as we had a duplication of actions on the system as well as naming improvements which have been made.
Exit
In the previous UI, Exit was available as a pulldown item as well as a button.
Exit, is now placed on the top-right hand side of the application globally, regardless of what you are viewing for consistency.
Cancel
Cancel is also manually added to the footer buttons on screens in the previous UI, but now labelled as ‘Return’. This is to better clarify the difference between Exit (Closing a screen/workflow) and ‘Return’ which will return you to the previous step.
Again the Return button will be placed in the same global position across the entire application.
Help
Normally there is only 'General Help' which is on the toolbar.
Previous UI:
The Help Icon is displayed at the end of the header:
Warnings
Current UI
New UI
Update warning is no longer needed in the UI as it has the same function as ‘Update’ which is now a primary action which is globally renamed as ‘Save’.
Prompt
Current UI
Prompt has been placed under the ‘More’ Kebab menu, as previously described.
Back & Forward
Previously:
New UI (vertical scroll bar is implemented in AG grid instead of buttons)