...
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. | |
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 | |
OPEN | Open the specified posting period | CORE/Posting Periods | |
CLOSE | Close the specified posting period | CORE/Posting Periods | |
MAKE CURRENT | Make the specified posting period the current period | CORE/Posting Periods | |
INVOICE | Invoice the selected purchase order | TRANSACTIONS/Purchase Orders | |
PROMOTE SCENARIO | Promotes all spreadsheets within the Scenario to the Proposed Amounts Grid. | BUDGETING/Scenarios | |
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 | ||
DOWNLOAD REPORT DEFINITION | REPORTS/Report Manager | ||
SHARE REPORT DEFINITION WITH ROLES | REPORTS/Report Manager | ||
UNINSTALL MODULE | Click to UnInstall the selected Module | SYSTEM/Modules | |
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 | Used in various USAS options. | |
'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 | Used in various USAS options. | |
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 | Used in various USAS options. | |
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 | ||
Apply proposed amounts to initial estimates | BUDGETING/Proposed Amounts | ||
Upload an outside spreadsheet into a Budgeting Scenarios | BUDGETING/Scenarios | ||
Reload enabled rules to current rules engine | SYSTEM/Rules | ||
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 | ||
Generate the file format type selected | EXTRACTS/Positive Pay UTILITIES/Generate File |
...