When inserting transactions into Eclipse you will need to flag your transactions with either the Free Field or Insurance Field flagging fields. Depending on whether you have more or less QAPE transactions, you may choose to only flag non-QAPE transactions, or flag all QAPE transactions.
1. Changing QAPE Flagging on Transactions
If you need to change QAPE flagging on transactions, the flag fields can be edited from:
The Ledger Inquiry Screen directly.
Running a Ledger Inquiry Report to Excel, changing the flag, and then pasting it into the Ledger Inquiry Screen. See this guide here Ledger Inquiry and Bulk Transaction Updates in Excel
The Budget Worksheet Transactions tab in the Budget Worksheet.
Exporting the transactions to Excel in the Budget Worksheet transactions tab, editing the flag, and then pasting it back in.
2. Updating QAPE Budget EFCs, If you run a Cost Report with Flag fields it uses your Rebate Budget Worksheet instead of your Standard Budget Worksheet.
To update the EFCs that are shown in your QAPE Report you need to switch your Budget Worksheet to the Rebate Budget Worksheet. Please read the instructions here.
3. Running a QAPE Report. When running QAPE Reports, you need to use the flagging section in the Financial Reports.
3a. First, select the QAPE Report Default. If you are in the UK you can use the default 'Cost Report' Default or create your own default report.
3b. Then select the Report Range-Options tab and select the appropriate Flag Type you are using (Insurance or Free Field).
In the example we are using the Free Field and have flagged all QAPE transactions with Q, so we put Q in the From and To field to exclude all non-QAPE transactions.
If you have done the opposite and flagged all non-QAPE transactions with Q, we need to exclude them.
You would put P in the to field and leave the From field blank. This would mean the report will run up to the letter P, and then exclude all transactions flagged with a letter Q and over when going alphabetically.
3c. Save your report with the floppy disk save icon and run it.