ABM Tips
Are you constantly re-running the same reports
Did you know:-
If you leave a report displayed on your screen for some time the information that is displayed can get out of date if there are other users processing transactions in ABM. This is useful for:-
- Monthly Financial Reports
- Just minimise the report, process journal transactions and press the refresh button to update. The refresh button can be found next to the print button on the report ribbon.
Customise what you see in ABM – Using Column Chooser
Users can change the columns they see in each module in ABM
- place the mouse pointer over a column heading
- right click, and then select column chooser.
- you are then given a list of columns to select from on the left, highlight the line you wish to see
- either click Add or double click on the line.
- selected line will move to the right of the screen. You can then use Move Up or Move Down to change the order of the columns.
- click Ok and the new screen layout will be displayed.
The columns chosen are unique to each user. Columns can be added or removed as often as the users wishes. The column chooser is available on all module main screens, in transaction list screens, and also in Project invoicing screens.