Transfer Received Tutorial

How to Display a List of Transfer Receive Transactions

1. Navigate to Transfer Receive.

2. Click Menu (button) > Transactions.

3. Apply any of the filters.

4. Click View (button).

How to Display a Summary of Transfer Receive Transactions

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

1. Navigate to Transfer Receive.

2. Click Menu (button) > Summary.

3. Click View (button).

How to Display a List of Transfer Receive Items

1. Navigate to Transfer Receive.

2. Click Menu (button) > Items.

3. Apply any of the Filters.

4. Click View (button).

How to Display the Transfer Receive Board

1. Navigate to Transfer Receive.

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 Receive Board

1. Display the Transfer Receive 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 Receive

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

1. Navigate to Transfer Receive.

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 Receive display screens. This feature is only available when viewing Transactions or Items.

1. Navigate to Transfer Receive.

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 Receive.

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 Receive.

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 Receive

1. Display a Transfer Receive 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 Receive List

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

1. Display a list of Transfer Receive 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 Receive 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 Receive transaction.

1. Display a list of Transfer Receive Transactions.

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

2. • Open Transaction: Opens the Transfer Receive 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 Receive display.

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

How to Email a List of Transfer Receive

1. Navigate to Transfer Receive.

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 Receive

1. Navigate to Transfer Receive.

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 Receive Document for Completion

1. Display a list of Transfer Receive transactions.

2. Click the applicable transaction.

3. Click Output (button).

How to Email or Export a Transfer Receive Summary

1. Display a Transfer Receive 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.

How to Export or Print a Summary Chart of Transfer Receive

1. Display a Transfer Receive Summary.

2. Click Output (button) > Print Chart.

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

Related Topics

• Transfer Receive Tutorial: Creating, editing and updating

• Reference: Transfer Issued and Received

• Tutorial: Transfer Issued