Displaying specific levels of the Chart Map

Accountants Enterprise in Australia only

You can display the Chart Map at the:

Master level

When you are working in the Chart Map, it is sometimes useful to be able to view the corresponding higher level item for a Chart Map item. For example, if you are editing a Client level account range, you may want to know which account ranges are included in the Master level version of the same item. Using the Master level Chart Map window you can quickly and easily view this information.

The Master level Chart Map window is accessed by selecting the Show Master Chart Map option on the right-click menu within the Chart Map Explorer pane. Just select the Practice or Client level item you want to view the corresponding Master information for, then click the menu option. The Master level Chart Map window will be opened, with the Chart Map tree displayed to show the location of the Master level item which corresponds with the selected Practice or Client level item.

If no corresponding Chart Map item exists, the next available parent is selected in the Master level Chart Map window. If no parent exists, the first Chart Map item is selected.

You can also copy items from the Master level Chart Map window by selecting the required item in the window then clicking Copy on the right–click menu. You can then paste this at the Client or Practice level (depending on the level at which you opened Report Designer) at the desired location of the Chart Map tree in the Explorer pane.

Practice level

When you are working in the Chart Map, it is sometimes useful to be able to view the corresponding higher level item for a Chart Map item. For example, if you are editing a Client level account range, you may want to know which account ranges are included in the Practice level version of the same item. Using the Practice level Chart Map window you can quickly and easily view this information.

The Practice level Chart Map window is accessed by selecting the Show Practice Chart Map option on the right–click menu within the Chart Map Explorer pane. Just select the Client level item you want to view the corresponding Practice information for, then click the menu option. The Practice level Chart Map window will be opened, with the Chart Map tree displayed to show the location of the Practice level item which corresponds with the selected Client level item.

If no corresponding Chart Map item exists, the next available parent is selected in the Practice level Chart Map window. If no parent exists, the first Chart Map item is selected.

You can also copy items from the Practice level Chart Map window by selecting the required item in the window then clicking Copy on the right–click menu. You can then paste this at the Client level at the desired location of the Chart Map tree in the Explorer pane.

This option is not available if Report Designer is open at the Practice level.