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3.3. Accounting Entry List Tabbed Panels

The accounting area is one of only two workareas with tabbed panels presented on the same screen as the list area. This exception is required because these tabbed panels are not associated with a specific accounting entry, but rather with the accounting area as a whole.

The Categories Tabbed Panel lists all available categories for accounting purposes. The Schedule Entries Tabbed Panel lists all recurring accounting entries that are automated and when appropriate appear in the Suggest Entries Tabbed Panel. The suggested entries tabbed panel lists all the accounting entries the application has tried to anticipate from both scheduled entries and Workorders (discussed later). These entries can then be accept or deleted. If the suggested accounting entry is accepted it will appear in the main accounting entry list with all other accounting entries. The Accounting Color Codes Tabbed Panel is a list of all the available accounting color codes to easily identify how early or late an accounting entry is in the main accounting entries list.

To create a new category go to the Accounting Tabbed Panel and click on the New button within that tab.

To save the new or modified category, the Save button within the Category Tabbed Panel must be pressed. If a save action is required, the button will change color to green (similar to the context menu for the data workareas).

** If the workarea is changed without saving the information on the Category Tabbed Data Panel (the save button is green) and the workarea area is changed, there will be no prompt to save and the information will not be loss, but will remain in the same state until it is saved to the database.

This process of creating, listing, modifying, and saving is the same for all accounting tabbed panels.

The Schedule Entries Tabbed Panel allows the user to create automated accounting entries. To create a new schedule click on the New button within the Schedule Entries Tabbed Panel as illustrated in the next image.

The fields of the schedule entry are identical to that of an ordinary accounting entry except for the bottom two fields, Repeat and Starting. The Repeat Combo Box is used to determine the frequency of the scheduled entry (for example monthly for condo fee) and the Starting Field is used as the first possible date that a scheduled entry can generate a suggested entry.

When a schedule accounting entry is saved, the application will determine if any suggested accounting entries need to be created and if suggested accounting entries do need to be created, they will immediately appear in the Suggested Entries Tabbed Panel. Every time thereafter whenever the application is restarted or the accounting workarea is returned to, it will updated if need be the Suggested Entries Tabbed Panel based on the scheduled entries.

The Suggested Entries Tabbed Panel also anticipates accounting entries from the workorder data entries. All workorders that are created will also generate a suggested entry. The date on the suggested accounting entry, which can be modified, will be taken from the workorder Payment Due Date field.

The Accounting Color Codes Tabbed Panel allows you to select the colors in the accounting list to indicate how early or late an accounting entry is. In addition you can add as many new color codes as you like, to potentially get a more detailed view of how early or late an accounting entry is (For example you may wish to know when entries are 34 days late versus 30 days late. To do this you would create a new color code entry for 34 days late). You can also remove any color codes you wish except for the four core entries (Latest, Earliest, On time, and NSF).

To edit the color of the color code, click on the square that is appropriately color (the Color Code Square) This will bring up the Accounting Color Code Color Selector Dialog. To select a color click on the square you wish and click then click on the Ok button. Once you have properly edited your information, save the color code entry as you do the other accounting tabbed panel entries, by clicking on the Save button in the Accounting Tabbed Panel.