Creating and Opening a Snapshot of the Company Cost Sheet

Snapshot provides a rendering of the Company Cost Sheet at the time that the snapshot was taken. It is similar to take a photo of the Company Cost Sheet at a specific time.

To create a snapshot of the Company Cost Sheet:

  1. From the toolbar, click Menu Options (the icon with three horizontal lines and a down-arrow) and select Snapshots.
  2. Click Create to open the Create Snapshot window.
  3. (Required) Enter a title for the snapshot. Note that the date and time is displayed.
  4. Click Create.

    To discard changes, or to close the window, click Cancel.

To open your snapshot, or any previous snapshots:

  1. From the toolbar, click Menu Options (the icon with three horizontal lines and a down-arrow) and select Snapshots.
  2. Click Open to open the Snapshot Log window.
  3. The Snapshot Log lists all of the Company Cost Sheet snapshots in a table, categorized according to the snapshot title, date that it was created, and the user who created it.

    You can use the toolbar options to refresh the list, print or export the list, or find items in the list.

  4. Click on the desired snapshot on the list, click the gear menu, select Open to open the snapshot. Alternatively, you can double-click on the selected snapshot to open it.

You can open several snapshots, if available, in order to compare past values with the current ones.

You can close the Snapshot Log window after you have open your snapshots.


Last Published Monday, August 28, 2023