Browse Posts
This function is used for browsing all posts, regardless of the document type they were created in. It therefore also shows a list of all posts to subject accounts and the general ledger.
Browsing through all posts to find a specific one would be a time-consuming task, therefore they can be filtered according to multiple criteria for analysis of those posts required in a specific case. Posts cannot be edited from this report, but the journal entries they were created with may be opened.
Form can be accesed via menu Financials | Overview.
Additional functions (e.g. quick view of a specific account's balance) can be found in the Toolbar and right-click menus.
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WARNING
We can handle more than one Browse Posts at once and do different overviews.
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The data on the Browse Posts can be optionally filtered.
- Toolbar: The toolbar is found on each PANTHEON form at the top of the program window.
- Filter Settings tab: On this tab you can set filters of posting item records and program will display you only those records which match the selected criteria.
- Additional Criteria tab: In the overview posts we have the possibility to review the posting positions and, as an additional criterion, to define some other parameters.
- Overview tab: This tab you can use for browsing all posts, regardless of the document type they were created in.
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WARNING
There is also an in-built shortcut used for sorting item records of journal entries. The records can be sorted in an ascending order by a right-mouse click on the name of the column.
A specific column can be shifted from its position to any chosen point in the table by a right-mouse click on the grey part with the name of the column and dragging and dropping it to the desired location.
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WARNING
By double-clicking a specific field you may open a document. Thus, for example, double-clicking the ID field opens a journal entry, double-clicking the Account field opens the Chart of Accounts register, double-clicking the subject or department opens the Subject or Department register, and double-clicking the Document or Linked document field opens the document specified there.
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