How to add a new column?
In fact, user’s columns are the elements of Transaction and Trade Properties Directory.To add a new column, you should add a new element
into this Directory. You can open the Directory from the main Menu by choosing
Menu --> Directories --> Properties.
Or this Directory could be opened from Column Manager in the Journal of
Open the Column Manage by clicking
Now click "+" in "Column" field
Then you see a list of properties and an empty form to
create a new Property (Column)
In Name field enter any
Type of values can be one of these four:
The layout of the Directory element could have 2 types depending on the chosen Type of value.
For List of values:
For other types of values:
What happens once a new property is added?
1. Journal of Documents adds a new column
2. Transaction and Trade documents will display a drop-down menu to choose a property and to enter its value.
3. A new report type will be displayed for "List of values" and "Number".
4. List of values will enable a user to set an extra filter in reports.