List View icons
You will see this bar of icons in every List View in AcctVantage
Create a New Record
Change the Sort Order in a List View Screen
Keep Highlighted Selection
If you highlight a selection of records in a List View Screen and then click the Keep Highlighted Selection icon, AV will remove all non-highlighted records from the current view. This is a handy way to narrow down your list manually.
The Keep Highlighted Selection icon is located on the List View Toolbar.
Remove Highlighted Selection
If you highlight a selection of records in a List View Screen and then click the Remove Highlighted Selection icon, AV will remove all highlighted records from the current view. This is a handy way to narrow down your list manually.
The Remove Highlighted Selection icon is located on the List View Toolbar.
Change List View Font Type
Increase List View Font Size
Decrease List View Font Size
Save Window Settings
Add a Line Item
Void or Delete a Record
Attach a Document to a Record
Click the paper clip icon to attach a Document to a record. You will be presented with a confirmation dialog. See the lesson Attach a Document to a Record for more details.
View Documents Attached to a Record
View Tasks Associated with a Record
View Information about a Record
Recalculate Document Totals
Save Detail Form Settings
When you are viewing a Record detail:
- Click the Previous Record icon (left-facing single arrow) to take you to the previous adjacent record in the list.
- Click the Next Record icon (right-facing single arrow) to take you to the next adjacent record in the list.
- Click the First Record icon (left-facing double arrow) to take you to the first record in the list.
- Click the Last Record icon (right-facing double arrow) to take you to the last record in the list.
Note: Any changes you have made to a record will be saved when you exit it in this way.
View Related Records part 1
View Related Records part 2
Next to some fields (e.g. Client Name on a Sales Order or Vendor Name on a Purchase Order) you will see this magnifying glass icon. If you click this icon you will drill down into the detail for the related record. This can be useful for changing data on the fly. For example, when entering a Sales Order for a Client they inform you they have changed their address. After entering the Client Name you can click this icon to open their Client record and change/save the address before returning to complete the Order Entry process.
Charge to A/R
Select from a List
You will see the list icon next to various fields in AcctVantage (e.g. Ship To/Bill To Addresses, Our PO ID on a Voucher, etc.) If you click this icon you will be able to select from a list of choices for that field. For example, on a Sales Order (if the Client has multiple Ship To addresses) you can select from a list of these addresses.
The binoculars icon will allow you to enter a name on certain records (e.g. enter a Client Name on a drop-ship Purchase Order).