The following View commands are available on all NewViews windows, tree explorers, tables and menus.
| Menu Command - View > | ||
| Menu Bar | Hide | This hides the Microsoft style pull-down menu bar so it does not display across the top of the screen. The Microsoft menu is optional in NewViews. |
| Display | This displays the Microsoft style pull-down menu bar so it will display across the top of the screen. The Microsoft menu is optional in NewViews. | |
| Display Resize | Larger | This allows you to increase the size of an image, or the font size in the active table. |
| Smaller | This allows you to decrease the size of an image, or the font size in the active table. | |
| Fit Window Width | This will change the size of an image to fit the table's width. | |
| Fit Window Height | This will change the size of an image to fit the table's height. | |
| Actual Size | This will reset the image to its original size. | |
| Window Tabs | Hide | This hides the window tab bars so that they are not displayed across the top of the windows. The window tabs are optional in NewViews. |
| Display | This displays the window tab bars so they will be displayed across the top of the windows. The Window Tabs are optional in NewViews. | |
| Sorted By | Select Index | Allows you to select a specific sort order for the information to be displayed in. i.e. Sorted by date, name, interactive, description, etc. |
| Ascending | Changes sort order to Ascending (increasing) order for the selected column. | |
| Descending | Changes sort order to Descending (decreasing) order for the selected column. | |
| Row Stripes | Hide | This hides the row stripes so that table rows are not displayed in alternate colors. The row stripes are optional. |
| Display | This activates the row stripes so that table rows are displayed in alternate colors. The row stripes are optional. | |
| Install | 1099 | This installs the US 1099 Information table view. The 1099 view is optional. |
| T4A | This installs the T4A Information table view. The T4A view is optional. | |
| T5 | This installs the T5 Information table view. The T5 view is optional. | |
| T5018 | This installs the T5018 Information table view. The T5018 view is optional. | |
| Caseware Setup | This installs the Caseware Export table view. The Caseware Setup view is optional. | |
| Presentation Quality | This installs the Presentation Quality Report view to print Presentation Quality reports. The Presentation Quality view is optional. | |
| Historic Aging | This installs the Historic Aging view to display or print an aged receivable list for a prior period (i.e. the status of aged receivables several months ago). | |
When a database explorer (folder explorer) has focus, the additional Folder Text command is available. This command controls the Database Explorer folder's text.
To use this command click on the database tree explorer, (usually the left side of the NewViews desktop).
| Menu Command - View > | ||
| Folder Text | Name | This changes the Database Explorer folder's text to the name of the folder. |
| Description | This changes the Database Explorer folder's text to the description of the folder. This is the default display for the Database Explorer folder's text. | |
| Name & Description | This changes the Database Explorer folder's text to both the name, description of the folder. | |
| Path | This changes the Database Explorer folder's text to the full path of the folder. | |
| Path & Description | This changes the Database Explorer folder's text to both the path, description of the folder. | |
| Menu Command - View Analysis > | ||
| Multiple Column Setup | This is used to setup/modify values for the Multiple Period Analysis columns for the current table. IMPORTANT NOTE: This will also add Multiple Period Analysis columns to the current table (when not in the Multiple Period Analysis view). You can modify the beginning/end dates, tag, formats, resolution, column order, etc. For more information see Multiple Period Analysis | |
| New column | Amount | The Amount is used to add a new column that you wish to see amounts for within the Custom Analysis. Once the column is added you need to setup the specifications you require for it using the <F11>. For more information on using the Amount option see Setting Up A Custom Analysis. |
| Difference | The Difference is used to add a new column that will calculate the difference between two columns within the Custom Analysis. For more information on using the Difference option see Setting Up A Custom Analysis. | |
| Sum | The Sum is used to add a new column that will calculate the sum of two columns within the Custom Analysis. For more information on using the Sum option see Setting Up A Custom Analysis. | |
| Percent Change | The Percent Change is used to add a new column that will display the difference between two other columns as a percent. For example, this feature might be used to display the percent by which this year's sales changed from last year's sales. | |
| Percent of | The Percent Of command is used to add a new column that will display one column as a percent of another. For example, this feature might be used to display the year-to-date financial amounts as a percent of the full year's budget amounts. | |
| Percent of Account | The Percent Of Account command can display amounts as a percent of the corresponding amount for any selected account. For example, this feature might be used to display customer balances as a percent of total receivables. | |
| Actual Minus Budget | This menu option will insert a new column on a Budget View. The New Actual Minus Budget will calculate the actual amount minus the budget amounts and display the difference between the two. For more information see Budgeting. | |
| Budget Minus Actual | This menu option will insert a new column on a Budget View. The New Budget Minus Actual will calculate the budget amount minus the actual amounts and display the difference between the two. For more information see Budgeting. | |
Additional View commands are available on the Postings Menu. They are listed in the table below
| Menu Command - View > | ||
| Order Ref # | The Order Ref # adds a second reference # column to the ledger table. This column is mostly used for orders to track Backorders. | |
| Cross Account Description | The View Cross Account Description adds the cross account description column to the ledger table. | |
| Ledger | The Ledger view contains all transactions attached to the account whether they are open, closed, debit or credit. The ledger view is used for most transaction activity since it is the view that will show you everything. Its opening balance is the sum of all items that have ever been purged from the account. Its closing balance equals the opening plus the sum of all transactions attached to the account. | |
| Debit | The debit view contains only debit items. For example, if an account has a normal debit balance, only items with positive amounts on the ledger view appear on the debit view. Items with zero amounts appear on both the debit and credit view. If the sign is changed from positive to negative the item automatically disappears from the debit view and will appear on the credit view. The opening balance of a debit view equals the sum of all debit items ever purged from the account. The closing balance equals the opening balance plus the sum of all items on the debit view. | |
| Credit | The credit view contains only credit items. For example, if an account has a normal debit balance, only items with negative amounts appear on the credit view. Items with zero amounts appear on both the debit and credit view. If the sign is changed from negative to positive the item automatically disappears from the credit view and will appear on the debit view. The opening balance of a credit view equals the sum of all credit items ever purged from the account. The closing balance equals the opening balance plus the sum of all items on the credit view. | |
| Open | The open (reconciled) view contains only open items. Each item appears on the open view only and will never appear on both the open and closed views at the same time. When an item on the open view is closed, it disappears and reappears on the closed view. The open view is especially useful for reconciling accounts with statements from external organizations (e.g. bank and credit card accounts) and for maintaining subsidiary ledger accounts using the open item method (e.g. accounts receivable, accounts payable and inventory). | |
| Closed (X) | The closed (unreconciled) view contains only closed items. Each item appears on the closed view only and will never appear on both the open and closed views at the same time. The closed view is especially useful for reconciling accounts with statements from external organizations (e.g. bank and credit card accounts) and for maintaining subsidiary ledger accounts using the closed item method (e.g. accounts receivable, accounts payable and inventory). | |
| Opening Balance | Zero | If you are in the open view and select zero opening balance. The running amount total column will only include the sum of all unreconciled items. |
| Open | If you are in the open view and select open opening balance. The running amount total column will be the sum of all unreconciled (open) items prior to the date. | |
| Closed | If you are in the open view and select closed opening balance. The running amount total column will be the sum of reconciled (closed) items prior to the date. | |
| Ledger | If you are in the open view and select ledger opening balance. The running amount total column will be the sum of all transactions prior to the date. | |
| All Closed | If you are in the open view and select closed opening balance. The running amount total column will include the sum of all reconciled items. | |
| Quantities Only | The Quantities Only view contains only the quantities for all transactions attached to the account whether they are open, closed, debit or credit. The quantities only view is mainly used where amounts are not as important such as inventory. | |
| Quantities Only - Dr/Cr Split | The Quantities Only - Dr/Cr Split view contains only the quantities for all transactions attached to the account whether they are open, closed, debit or credit. The single quantity column is split into two columns a debit quantity column and a credit quantity column. The quantities only view is mainly used where amounts are not as important such as inventory. | |
| Amounts Only | The Amounts Only view contains amounts (no quantities) for all transactions attached to the account whether they are open, closed, debit or credit. The amounts only view is mainly used for accounts where there would be no quantities or you do not want to see quantities such as bank accounts. | |
| Amounts Only - Dr/Cr Split | The Amounts Only view contains amounts (no quantities) for all transactions attached to the account whether they are open, closed, debit or credit. The single amount column is split into two columns a debit amount column and a credit amount column. The amounts only view is mainly used for accounts where there would be no quantities or you do not want to see quantities such as bank accounts. | |
| Quantities & Amounts | The Quantities and Amounts view contains both quantities and amounts for all transactions attached to the account whether they are open, closed, debit or credit. The quantities and amounts view is mainly used for accounts where both quantities and amounts are needed such as sales accounts. | |
| Quantities & Amounts - Dr/Cr Split | The Quantities and Amounts view contains both quantities and amounts for all transactions attached to the account whether they are open, closed, debit or credit. Both the single amount and quantity columns are split into two columns each for a debit amount column, a credit amount column, a debit quantity column and a credit quantity column. The quantities and amounts view is mainly used for accounts where both quantities and amounts are needed such as sales accounts. | |
| Aging 30-60-90 | The new Aging 30-60-90 command sets up six additional monthly aging columns to the default ledger view. The aging columns are used to display an aged analysis of your invoices and payments, as of the current date. | |
| Aging 7-14-21 | The new Aging 7-14-21 command sets up six additional weekly aging columns to the default ledger view. The aging columns are used to display an aged analysis of your invoices and payments, as of the current date. | |
| Tags | Adds a Tags column to a transaction's detail window. This column is used to assign a posting to an allocation. | |