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Listed below are the available icons in the various grids/options of the RedesignUSAS application. An icon represents an option or capability within the software.  When hovering over most of the icons, a tool tip will be displayed containing the icon's purpose.

Image

Icon

Definition

Available

VIEW

View the current record in more detail

Several options of USAS-RUsed on several menu options in USAS.

EDIT

Modify/edit the current record

Several options of USAS-RUsed on several menu options in USAS.

DELETE

Deletes the current record 

Several options of USAS-RUsed on several menu options in USAS.

PRINT

Generate a print file for a selected transaction

Several options of USAS-RUsed on several menu options in USAS.

GENERATE & DOWNLOAD REPORT

Generates a current version of the report.

Download file or data to computer.

REPORTS/Report Manager

HOME page

Generating from grids

BUDGETING/Budgeting Scenario

image-20240227-144638.png

OPEN

Open the specified posting period

CORE/Posting Periods

image-20240227-144713.png

CLOSE

Close the specified posting period

CORE/Posting Periods

image-20240227-144754.png

MAKE CURRENT

Make the specified posting period the current period

CORE/Posting Periods

image-20240227-145002.png

INVOICE

Invoice the selected purchase order

TRANSACTIONS/Purchase Orders

image-20240227-145116.png

PROMOTE SCENARIO

Promotes all spreadsheets within the Scenario to the Proposed Amounts Grid.

BUDGETING/Scenarios

image-20240227-145248.png

REGENERATE SHEET

Regenerate the budgeting sheet to contain the most current information (accounts matching parameters, FYTD figures). This will remove any previously entered amounts in the PA-XXXX column

BUDGETING/Scenarios

UPLOAD AND REPLACE


BUDGETING/Scenarios

image-20240227-145926.png

DOWNLOAD REPORT DEFINITION


REPORTS/Report Manager

image-20240227-150030.png

SHARE REPORT DEFINITION WITH ROLES


REPORTS/Report Manager

UNINSTALL MODULE

Click to UnInstall the selected Module

SYSTEM/Modules

image-20240227-150142.png

INSTALL MODULE

Click to Install the selected Module.

SYSTEM/Modules

Buttons

Listed below are the available buttons in the various grids/programs options of the RedesignUSAS application. When hovering over most of the buttons, a tool tip will be displayed defining the button's purpose.

Button

Definition

Available

Create a record

Several Options of USAS-R

Image Removed

Used in various USAS options.

Image Added

'Create New' works with the 'Save' option. When checkmarked, 'Save' will create the new transaction and leave the window open to create another transaction

Several Options of USAS-RUsed in various USAS options.

'Close' works with the 'Save' option. When checkmarked, 'Save' will close the window.

Several Options of USAS-RUsed in various USAS options.

Save a record

Several Options of USAS-RUsed in various USAS options.

Cancel a record without saving

Several Options of USAS-R

Image Removed

Used in various USAS options.

Image Added

Print a record

Several Options of USAS-RUsed in various USAS options.

Copy an existing record's data into a new record

Several Options of USAS-R

Image Removed

Used in various USAS options.

Image Added

Convert a requisition to a Purchase Order

TRANSACTIONS/Requisitions

Modify a PO that has already been sent to a vendor

TRANSACTIONS/Purchase Orders

Modify a PO that has not been sent to a vendor

TRANSACTIONS/Purchase Orders

Invoice an outstanding purchase order

TRANSACTIONS/Purchase Orders

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Apply proposed amounts to initial estimates

BUDGETING/Proposed Amounts

Image RemovedImage Added

Upload an outside spreadsheet into a Budgeting Scenarios

BUDGETING/Scenarios

Reload enabled rules to current rules engine

SYSTEM/Rules

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Import a RPD-JSON formatted report

REPORTS/Report Manager

Create a customized report format

REPORTS/Report Manager

Creates the GAAP export file in text format

EXTRACTS/GAAP

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Generate the file format type selected

EXTRACTS/Positive Pay

UTILITIES/Generate File

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