Budget>Lists

[Pieter]

What does this do? I cannot find any mention of it in the documentation.
--
Pieter

[Rob]

This screen allows you to pre-define Line Item IDs and Labels so that you can
standardize them for your budgeters. It warrants its own screen because it
was planned to include other kinds of lists, too, though none have been
developed as of yet.

If you populate some line item id/labels in this screen, when you go to the
Input screen and add line items, users will be given an option to select from
the list.

Hope this helps explain it.
--
Rob Diaz
MSX Group
www.msxgroup.com

[Pieter]

I have set up some list items but am not sure how to use them. What steps do
I have to follow for users to see the list in an input screen? Is it meant
to be used in the Multi row tab or on one of the detail tabs?

-
Pieter

[Rob]

The lists are used on the Multi Row screen. To see/use them, open the input
screen for the input set for which you defined the list. On the multi-row
screen, double-click on an account to which you wish to add line items. The
green "difference from total" line will appear. Click the blue Plus button
to add a new line item. The blank line item row will appear between the
account row and the "difference" row and in the ID field will have a zoom
button (the elipsis button to the right-hand side of the cell). Click that
and it will pop up the list you defined.

I hope this helps.

[Pieter]

Got it.

Thanks!
--
Pieter