BWS Tips and Tricks

The article below provides tip and tricks within the budget worksheet module of Eclipse. Where possible step by step instructions have been provided in another article to demonstrate the different functions possible within this module.

Topic	Notes	Guides

Topic	Notes	Guides
Transactions Tab	Within the budget worksheet, Accountants have the ability to review all transactions for a specific chart code. These transactions can be exported into an Excel spreadsheet and pasted back in with the applicable changes.	Transaction Tab - Budget Worksheet
Make Unposted Transactions Visible Transactions Tab	By changing the setup option within the module, Accountants can choose to make unposted transactions visible in the transactions tab.	Transaction Tab - Budget Worksheet
Make Unposted Transactions Visible On BWS Main Screen	The ability to make unposted transactions visible on the main screen of the module so that analysis can be made on future transactions to be posted.	Show unposted transactions in the Budget Worksheet
Filter BWS Main Screen	The ability to filter the main screen by currency, chart code, level and amounts
Export BWS In To Excel	The ability to export the BWS main screen into excel to make changes and paste back into Eclipse.
Record Search	Use the search bar and query bar effectively to search for specific chart codes, description and amounts.
Notes	The ability to add notes for a specific chart code, which can also be presented on the Cost Report.