Taskbar
Taskbar

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See Taskbar for a general description of its functions.
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The following functions are available from the taskbar in financial reports:
New record

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We use it to add new template for financial report. This report based on (calculated from) data from accounts. |
Clone record

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We use it to clone existing financial report. |
Templates

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Opens the menu Templates Menu. |
Wizards

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Select the following from the wizards menu:

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Report

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By clicking it you open the panel for entering data required for displaying a financial report. You can display financial reports from templates marked as active or inactive.
The same function as in selecting the ID in the Financials - Reports - Financial Reports where only active financial report templates are listed in the menu!
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To use this function the user must be assigned authorizations for displaying financial reports!
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Import/Export Data

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By clicking ti you import and export data. |
Help

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By clicking you access help topics. |