Transfer Issue Tutorial

How to Display a List of Transfer Issue Transactions

1. Navigate to Transfer Issue.

2. Click Menu (button) > Transactions.

3. Apply any of the Filters.

4. Click View (button).

How to Display a Summary of Transfer Issue Transactions

ℹ️ This display is a summary of the Transfer Issue transactions. To change the summary, change the Filters on the list of Transfer Issue transactions. 

1. Navigate to Transfer Issue.

2. Click Menu (button) > Summary.

3. Click View (button).

How to Display a List of Transfer Issue Items

1. Navigate to Transfer Issue.

2. Click Menu (button) > Items.

3. Apply any of the Filters.

4. Click View (button).

How to Display the Transfer Issue Board

1. Navigate to Transfer Issue.

2. Click Menu (button) > Board: Status, or

3. Click Menu (button) > Board: Due Date.

4. Click Menu (button) > Board: Condensed View to hide or show the transaction details like due dates.

5. Click View (button).

How to Set the Column Width on the Transfer Issue Board

1. Display the Transfer Issue Board.

2. On the top row, there is a number in the block between All Due and Columns:

2. • Increase that number to make the column wider. 

2. • Decrease that number to make the column narrower.

2. • You can overtype the number or use the arrows on the number.

How to Set the Default View for Transfer Issue

ℹ️ This procedure sets the view for when you first open Transfer Issue. 

1. Navigate to Transfer Issue.

2. Select any one of the displays (as explained above: Transactions, Items, Summary, or Board).

3. Click Menu (button) > Set Default View.

How to Customise the Display Filters: Adding Filters

ℹ️ This process lets you customise filters for the Transfer Issue display screens. This feature is only available when viewing Transactions or Items.

1. Navigate to Transfer Issue.

2. Click the arrow on View (button) and click the Filter you want to modify.

3. Click the arrow on View (button) > Actions > Add,  type in a filter you want to add in the block (e.g. Today) and press Enter.

3. • Note: This function will add the filter at the bottom of the list of filters, and add it to the filter you chose in Step 2.

How to Customise the Display Filters: Removing Filters

1. Navigate to Transfer Issue.

2. Click the arrow on View (button) and select the Filter you want to delete.

3. Click the arrow on the View (button) > Actions > Delete.

4. Confirm the deletion on the popup.

How to Customise the Display: Setting Default

1. Navigate to Transfer Issue.

2. Click the arrow on View (button) and select the Filters you want to apply by default.

3. Click the arrow on the View (button) > Actions > Set Default.

How to Customise the Summary Chart of Transfer Issue

1. Display a Transfer Issue Summary.

2. Click Customize Chart and change the settings:

   1. Series (tab):  Click the months to include or exclude them (a checkmark = included).

   2. Series (tab): Select a month to sort the list by from the dropdown list.

   3. Data Groups: Unavailable.

   4. Options: Select a position and alignment for the Legend, Title, and Toolbox.

   5. Options: Click Value Hints to show or hide the hints (a checkmark = shown).

3. Click Column Diagram and select a different Chart Type from the pop-up list of available charts.

3. • Note: Not all charts will work with the data. If no chart is displayed, please choose a different chart.

How to View Additional Reports from a Transfer Issue Transaction List

ℹ️ The same list of summaries is available from the Menu (button) of a Transfer Issue transaction (i.e. when you are editing or creating the transaction).

1. Display a list of Transfer Issue transactions.

2. Right-click any entry, click Summaries on the context menu and select one of these options:

2. • Linked Transactions

2. • Outstanding

2. • Audits

2. • E-mails

How to View Transaction Information from a Transfer Issue Transaction List

ℹ️ There are additional options to view the Item Summary, Note, and Dashboard from the right-click context menu when editing or creating a Transfer Issue transaction.

1. Display a list of Transfer Issue transactions.

2. Right-click any entry, and click an option on the context menu:

2. • Open Transaction: Opens the Transfer Issue transaction.

2. • Open Transaction Dashboard: Opens a Dashboard displaying information like an audit trail, cost summary, and a list of linked transactions.

2. • Open Notes & Attachments: Will open any Notes and Attachments to the right of the Transfer Issue display.

2. • • Note: The Notes and Attachments are also displayed on the Transaction Dashboard.

How to Email a List of Transfer Issues

1. Navigate to Transfer Issue.

2. Display a list of Transactions or Items.

3. Click Menu (button) > Email Excel to open your default email template with the list attached in .xlsx format.

How to Export a List of Transfer Issues

1. Navigate to Transfer Issue.

2. Display a list of Transactions or Items.

3. Click Menu (button) > Export Grid and choose a save location for the .xlsx file on the server.

How to Print, Preview or Email a Transfer Issue Document for Completion

1. Display a list of Transfer Issue transactions.

2. Click the applicable transaction.

3. Click Output (button).

How to Email or Export a Transfer Issue Summary

1. Display a Transfer Issue Summary.

2. Click Output (button) > Email Excel to open your default email template with the summary attached in .xlsx format, or

3. Click Output (button) > Export Grid to choose a save location for the .xlsx summary on the server.

How to Export or Print a Summary Chart of Transfer Issue

1. Display a Transfer Issue Summary.

2. Click Output (button) > Print Chart.

3. Select Save or Print from the pop-up options.

Related Topics

• Transfer Issue Tutorial: Creating, editing and updating

• Reference: Transfer Issued and Received

• Tutorial: Transfer Received