Accountants Enterprise in Australia only
The Chart Map tab on the Report Designer window contains the Chart Map tree and a Chart Map toolbar. The Chart Map tree lists all the Master level Chart Map items (folders, shortcuts and account range mappings) provided with Reporter, along with any Chart Map items you have created at a Practice level. In addition, the Client level Chart Map items created for the selected client will also be listed.
From the Chart Map tab you can:
Create, edit and delete Chart Map items using the Chart Map Editor window
Use the Chart Map Browser to view descriptions and balances for all accounts under the selected Chart Map item.
Access the Search window.
The Chart Map tab has two main work areas:
the left-hand Explorer pane, which displays the Chart Map tree
the right-hand Design pane.
In addition to the toolbar, there is also a right-click menu available in the Chart Map tab. This contains the same options as the toolbar, but in addition also contains:
This is standard Windows copy functionality. You can copy and paste between Chart Maps and also between different ledgers.
Copy to Client / Practice
Use this option to save the currently selected Chart Map item to the level at which you opened Report Designer (Client or Practice). This option will read Copy to Client if you opened Report Designer at the Client level, allowing you to save a Practice level or Master level item at the Client level. If you opened Report Designer at the Practice level it will read Copy to Practice, allowing you to save a Master level item at the Practice level.
Copy to clipboard
Saves the complete Chart Map tree structure to the Windows clipboard. Content can be pasted into other applications such as Notepad, Microsoft Excel or Word for viewing and printing.
This is standard Windows cut functionality. You can copy and paste between chart maps and also between different ledgers. This option is not available for Master level items.
Go to Folder
Use this option to jump to the source folder of the selected shortcut. This option becomes available when a shortcut is selected.
This is standard Windows paste functionality.
Paste as Shortcut
Use this option to paste the copied Chart Map item as a shortcut in the selected Chart Map item. This option becomes available when copied Chart Map item is a folder.
Select this option to access the Chart Map Properties window where you can add, view or edit the notes that have been added to the selected Chart Map item. To add or edit notes simply type into the Description field and then click the Apply button to save your entry. If Report Designer is not open at the required hierarchy level to edit the properties, then the window will open as read–only.
Show Master Chart Map
Select this option to view the matching Master level Chart Map item for the currently selected Practice or Client level item. The Master level Chart Map window will be opened, with the Chart Map tree displayed to show the location of the Master level item.
Show Practice Chart Map
Select this option to view the matching Practice level Chart Map item for the currently selected Client level item. The Practice level Chart Map window will be opened, with the Chart Map tree displayed to show the location of the Practice level item. This option is not available if Report Designer is open at the Practice level.
This option enables you to see which formats use a particular Chart Map folder.