Accountants Enterprise only
The format in which a user views folders can be modified in accordance with preferences and requirements.
You may modify the selection of columns that display on your ledger list and change the order in which these appear.
To select and deselect columns, tick the relevant checkboxes.
Columns must be checked in the order that they are to appear within your ledger list. These changes flow through to any sub-folders.
The Columns control contains these fields:
Client code: The Client code column contains the codes you have allocated to your clients. The Reference ID can be from one to ten characters and may contain letters and/or numbers. The Reference ID cannot be duplicate.
App Type: The Application Type column details the type of item. For example, MAS4, PMA, Tax etc.
Name: The Name column contains the first 30 characters of the client's name, entered when the item is created.
Last Access: The Last Access column displays the date the item was last accessed.
Last User: The Last User column displays the login code of the user who last accessed this item.
Generation: This column displays the generation number of the item. This number is a running total of backups performed on the ledger and is maintained by the backup and restore routine.
Create date: This column displays the creation date of the item.
Usage count: This column displays the number of times the item has been entered. It is a running total for all sessions and users.
Active Sessions: The Active Sessions column displays the number of sessions currently active for a particular item.
Location: The Location column lists the location of each client’s data files.
With a standalone system, this is the drive letter followed by the directory, (for example, C:\S6CLIENT).
Where the client is located on a network drive, the location commences with two back slash (\\) characters, followed by the name of the file server, the volume name (or share name if on a Microsoft network), and then the directory that contains the data. This is the absolute path and is independent of any drive mappings on your workstation. For example, if the client ABC is on the volume SYS of file server FS4, the location is shown as: \\FS4\SYS\S6CLIENT).
If the location is too large to fit into the field the beginning of the location is replaced with an ellipsis. For example, the location \\FS4\SYS\PRACT\MAS2003\S6CLIENT\ will show as ...\PRACT\MAS2003\S6CLIENT.
Status: This column depicts the status of an item graphically.
A padlock appears if the item has been locked for single user.
A cross appears where the item has been exported.
The column is blank if the item is available to all users.
Identity: Used to identify a folder, shortcut or item.
Apply as Default
The first time that you access the Folder View, you are presented with the standard default. Any modifications that you make apply to the user who is logged in. If you wish to apply your modifications generally as standard, select the button Apply as default. This actions sets your current settings as the standard default.
Log in as the user.
Access the View button.
Select the Load default button.