Account Manager Toolbar
The Account Manager displays a number of shortcut icons and buttons to access account-related functions. These are located on the Toolbar under the menu, and on the Account Manager Title Bar:
| Toolbar Icon | Shortcut Name |
Description |
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New |
Create a new cost center or account depending on your selection in the Cost Center hierarchy tree |
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Delete |
Deletes the selected account or bill |
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Properties | Opens the Properties window for the selected account or bill |
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Favorite Reports | Accesses report favorites |
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Help | Accesses online help |
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Assign Rate or Assign Template
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Lets you assign a rate or template to the selected account
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New Cost Center | Opens Create Cost Center window under currently-selected node of the Account Manager Tree View. |
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New Account-Meter | Opens the Account Wizard to create a new account. |
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New Bills | Either icon opens the Create Bill window for the currently-selected account. May only be functional when a valid account (possessing an assigned meter and bill entry template) is selected. |
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Move | Either icon opens the Browse Cost Centers window. Click on the folders/subfolders to locate the new destination for the currently-selected account. |
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Options | Opens the Account Options window to select display and Bill Entry options. |
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Find Account | Opens the Advanced Search window, which features advanced filter selection options for locating the desired account. |
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Refresh | Refreshes the Account Manager Tree View lists and PowerView charts/graphs with the most current information in the database. |
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Search | Opens the Account Selection window, which locates and displays records with Account Code, Vendor, Cost Center, Account Display, Address, and Previous Account Code fields containing a match for the search string. |
