3. Organize your pages
Here are some tips for organizing your content.
Change the page order
The sidebar on the left displays your pages in a hierarchy. If you have Space Administrator permissions you can click "Space Tools" > "Reorder Pages" to move pages around.
Add labels
Labels help keep pages organized and make it easier for you to find the information you need. Click "Labels" at the bottom of a page to add or edit. The "Related pages" section on this page uses labels too!
Make templates
Standardize and speed up the page creation process with templates. You can create and format a template with page layouts, standard headings and instructional text for hints and guidelines. Check out our sample page on "Making a template"
Related pages
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Application Main Menu Options and Descriptions.
- Journal Entry - Takes you to the list of available Journals to allow you to select the appropriate journal.
- Reports - Takes you to the list of available report options which include: Journal Entry Reports, Published Statements and Trial Balances.
- Legacy Cash Reports - Takes you to the list of Legacy Cash Report options available.
- Setup - Contains options to display, modify, and delete Fund Codes, Department Codes (for cities and counties) and Component Unit Codes. Contains basic information about the entity. Allows you to edit your user profile and change your password. And allows you to execute the program to upload the entity's cash activity for the fiscal year, the MD&A and the notes to the Financial Statements
- Administration- Takes you to a listing of Application Administrator Options, Database/Server Administrator Options and information about the server. (Only available for authorized users.)
- Select a Different Entity or Year - Select the entity and fiscal year you want to work on.