Finding, Deleting and Printing Records

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Finding, Deleting and Printing Records

 

Finding Records

A list of Slips, Matters, Codes and TimeKeepers can be searched, for a specific set of records by clicking the Find button. A dialog box similar to the following will be displayed:

 

By entering specific search criteria, a reduced set of records will be found, matching the criteria entered. As an example, to find all "Time" slips up to the current date (from "00/00/00"), for "All" TimeKeepers (aka Billers) and for files beginning with "99", the search criteria would be as follows:

 

Finding a reduced selection of slips can be handy if only a specific set of slips is to be exported; printed or to find the total of the Slips in a reduced selection.

Tip! A total of the time slips in the list appears at the bottom of the list. For a total of the disbursements, use the Find button to search for disbursements.

Tip! Typing Control-A (Windows) or Command-A (Macintosh) will redisplay all of the slips.

 

Deleting Records

Slips, Matters, Codes and TimeKeepers can be deleted, one at a time, by first selecting the record to be deleted and then clicking on the Delete button. A dialog box will then be displayed to ensure that the selected record is to be deleted.

 

Clicking OK will delete the record. Clicking Cancel will keep the record.

 

Printing Records

Slips, Matters, Codes and TimeKeepers can be printed to a printer, screen, file or PDF.

 

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