View
When you have selected the tree you are working with, click the All branch (first branch) to view a list of all masterfiles, regardless of whether they have been allocated to a branch or not. To view only masterfiles that have not been previously allocated to a tree, click the All Unallocated branch. Details display in the table on the right of the form.
To the view accounts that have been allocated to a specific branch, click the branch (for example, Current Assets) and all accounts that have been previously assigned to the Current Assets branch display in the table.
Note: Double click on a line in the details table to open a Maintenance form and display the details of the masterfile for the line that was clicked. For example, if you double click the 10.10.1000 line in a table, the General Ledger Account Maintenance form opens, displaying the details for that general ledger account.
- Allocate masterfiles to a tree branch
- Move masterfiles from one branch to another
- Sort contents in the display table
- Output display table contents to a file or clipboard
- Define a tree as mandatory
- Maintain, build, and clear period summaries (GL trees only)