1. User's Guide
  2. Navigating in Account Reconciliation Manager
  3. Account Reconciliation Manager Views
  4. Available View Actions

Available View Actions

In the Dashboard, Profile List, Reconciliation List, and Transaction List, your can perform these actions:

  • Left-click: Highlights the record. The Information Panel at the bottom of the screen then updates to display the profile, reconciliation, or transaction information.

  • Right-click: Displays a context-sensitive menu that enables you to perform certain actions. Menu contents vary depending on the status and security role.

  • Change View: Click a toolbar button to change view type.

  • Actions: This drop down menu enables you to perform certain actions. The menu contents vary depending on the reconciliations and your security role:

    • Profile List: New, Edit, Delete, Export, Import, Save as Default, Restore to Default, Copy, Paste

    • Reconciliation List: Open Period, Refresh, Print, Export to Microsoft Office Excel, Save as Default, Restore to Default, Apply Filter, Remove Saved Filter

    • Transaction List: Open Period, Refresh, Edit, View, Export, Save as Default, Restore to Default

    • Status Chart: Open Period, Refresh, Print, Export to a Graph, Late status, or Warnings, Save as Default, Restore to Default, Apply Filter, Remove Save Filter

    • Aging Analysis: Open Period, Refresh, Print, Export to a PNG file, Save as Default, Restore to Default, Apply Filter, Remove Saved Filter

    Note:

    Save as Default is visible only to Administrators. Clicking this menu option causes run time filter selections and column settings (which columns are displayed and the order in which they are displayed) to be used as the default settings for new portlets of the same type that are created by any user in the future.

    Restore to Default restores the view to the original settings.

  • View: This drop-down list box enables you to show and hide parts of the view.

  • Columns: The column arrows enable you to sort columns by ascending or descending order. Change the column widths by dragging the right side of each column.

  • Period: The Profile List, Reconciliation List, and Transaction List Views drop-down list box enables you to select the Open Period for the view you select. The Profile List view displays only if a Balance attribute is displayed.