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BWS Tips and Tricks
- Jonathan Casse (Deactivated)
- Monica Riordan (Deactivated)
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 |
|---|---|---|
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. | |
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. | |
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. | |
Filter BWS Main Screen | The ability to filter the main screen by currency, chart code, level and amounts | Sort Rows in Ascending and Descending Order in Budget Worksheet |
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. |