Documentation Section 1: Menus

DRAFT

  • Menu
  • File
  • About
  • Open
  • Quit
  • Edit
  • Browse
  • Check
  • Adhoc
  • Reports
  • Summary
  • Detail
  • Chart of Accounts
  • Utilities
  • Internal Adjustments
  • Projections
  • Categories
  • Groups
  • Change Batch
  • Browse In Depth
  • Adhoc
  • Locate
  • Summaries In Depth
  • Details In Depth
  • Chart of Accounts/Groups In Depth
  • Internal Adjustments
  • Projections
  • Categories
  • Groups
  • Batches

    Menu Bar

    This graphic shows the main menus in the ProAcct program. Each of these menus has submenus associated with it, which allows the user to move between the different functions of the program and to manipulate their data. Each menu is described in depth below.

    File

    About:

    This shows the version of the program

    Open:

    Opens check and user tables for a particular fiscal year.

    Quit:

    Exits the program

    Edit

    Standard cut,copy paste functions. This menu also includes support for OLE. OLE is not currently implemented in ProAcct.

    Browse

    Allows one to browse the database

    Check:

    Allows one to browse the check database, set filters, locate particular records, and check off transactions.

    Adhoc:

    Allows one to browse, print, and export any of the databases the ProAcct program uses.

    Reports

    Summary

    Summary by Organization, Fund, Program:

    This selection allows for the generation of fund summaries by org, fund, program combination.

    Summary by Index:

    This selection allows for the generation of fund summaries by account index.

    Summary by Group:

    Run a summary for all indexes in a particular group.

    Summary by Group/Index:

    Run a summary for all indexes in a particular group breaking out summaries by index.

    Summary by PI:

    Run a summary by PI first/last name.

    Summary by FOP/Group:

    Batch:

    This selection runs a batch fund summary. It handles the loading and creation of batch files.

    Detail

    Detail by Organization, Fund, Program:

    This selection allows for the generation of details by org, fund, program combination.

    Detail by Index:

    This selection allows for the generation of details by index.

    Detail by Dept2:

    This generates a detail grouped by dept2.

    Batch:

    This selection runs a batch detail. It handles the loading and creation of batch files.

    Chart Of Accounts

    Fund Org Program:

    Index:

    PI:

    Bkpr/PI:

    Award Notice:

    Utilities

    Internal Adjustments:

    This allows the user to edit, delete, and add internal Adjustments. User created transactions are marked as internal adjustments.

    Projections:

    This allows the user to add/edit/delete projected expenses.

    Categories:

    This allows the user to modify the overall headings in the fund summaries and details. Roll-up categories can be assigned by account. This screen also allows for the creation of new roll up categories.

    Groups:

    These three selections allows the user to assign heading information to sets of org, fund, programs and indexes

    Change Batch:

    This allows a user to edit batch files created for use with batch reporting.