Viewing Expense Categories

This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.2.
For the latest version of this help file can be found here.

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You view expense categories with Coding Definitions | Work Orders | Expense Categories. For an overview of expense categories and MainBoss accounting in general, see Accounting Facilities.

The expense category table viewer contains the following:

View section: Shows the list of current records.

Code: Click this heading to sort the list by code. Click again to reverse the order (from ascending to descending or vice versa).

Description: Click this heading to sort the list by description. Click again to reverse the order.

Apply Filter: Lets you set up a filter to select which records should be shown in the table. For more information, see Table Filters.

New Expense Category: Opens a window to create a new record. Fields in the new record will either be blank or assigned default values (as specified in the Defaults for Expense Categories section).

Edit: This drop-down button offers several possible actions:

Edit: Opens an editor window to let you edit the selected record.

View: Opens an editor window where you can examine the selected record.

Restore: Restores a deleted record. This button is only active if the viewer is in All mode and if you've selected a deleted record. When you click Restore, MainBoss will open a window that lets you examine the contents of the deleted record. If you save the record and close the window, the record will be restored to the Active list.

Delete: Deletes the record that's currently selected.

Print: Opens a window to let you print information about your closing codes. For more, see Printing Expense Categories.

Search: Lets you search through the list of records for a particular record. For more information, see Searching for a Particular Record. The Search button has an accompanying drop-down list containing the following:

Find Next: Uses the same search condition(s) as your most recent search and finds the next record in the table that matches the condition(s). If the search reaches the end of the table without finding a matching record, it goes to the start of the table and continues the search.

Find Previous: Same as Find Next except that it goes backward in the table. If the search reaches the start of the table without finding a matching record, it goes to the end of the table and continues the search.

Refresh: Updates the list to reflect any recent changes.

Defaults for Expense Categories section: Shows any defaults to be used when creating new expense categories.

Edit Defaults: Opens a window to let you change the displayed default values.

Refresh: Updates the list to reflect any recent changes.

For more information on expense categories, see Expense Categories. For how to create or edit such records, see Editing Expense Categories. For general information on table viewers, see Using Table Viewers.

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