Totale-duimgids – Kies  / Filter rekeninge 

Om oopitem koppelings te redigeer:

1.Op die Aksie-duimgids, kies Oopitem koppel. Die Totale-duimgids sal by vestek vertoon word.

2.Kliek op die Filter knoppie om alle rekeninge wat as oopitem rekening gestel is, en waarteen transaksies in joernale en / of dokumente geposteer is, te lys.

3.Indien rekeninge in wit of grys reëls vertoon word, bestaan daar nie uitstaande of ongekoppelde transaksies vir dié rekeninge nie.   

Indien rekeninge in oranje reëls vertoon word, bestaan daar uitstaande of ongekoppelde transaksies vir dié rekeninge. Hierdie rekeninge in oranje reëls behoort aandag in die oopitem prosessering te kry. 

4.Filter opsies – U kan die Rekeningtipes kies (merk) om slegs dié spesifieke rekeningtipe (Grootboek, Debiteure of Krediteure) te lys. 

Rekeningtipe

1 – Debiteurrekeninge - “Oopitem rekening” veld gekies (gemerk) in Debiteure  - Rekeningkundige inligting-duimgids.

2 – Krediteurrekeninge - “Oopitem rekening” veld gekies (gemerk) in Krediteure - Rekeningkundige inligting-duimgids.

0 – Algemene grootboek - “Oopitem rekening” veld as Ja in Rekeninge gestel.

3 – Bankrekeninge - “Oopitem rekening” veld as Ja in Rekeninge gestel.

4 – BTW-rekeninge - “Oopitem rekening” veld as Ja in Rekeninge gestel.

Filter options: 

1.Search by - Select any of the column headings and an operator (e.g. Like (default), =, <, >, <=, =>, or <> ) and enter a value. Click on the Filter button. Only those transactions matching your specified values will be listed. To clear the values, click on the Clear button.

2.Account type - Select (tick) or deselect (remove the tick) to list the accounts for the selected account type(s) (Ledger, Debtors or Creditors).

3.Show colours - To be advised. 

4.Find invalid - Select (tick) and click on the Filter button to list those accounts and transactions which have incorrect links  .

5.limitrows - Limit rows - 200 rows is the default number of rows or transactions to be listed. The number of rows may be specified (decreased or increased). 

6.Export - This button will create an Export.txt (Text files), which you may change the name and folder and save it. A Comma separated (CSV) file format is also available. Exported files can be used in a spreadsheet.

You may also drag columns to the "Use your mouse to pull a column here to group on that column" row.