The following Tools commands are available on all NewViews windows, tree explorers, and tables.
| Menu Command - Tools > | ||
| Script Evaluate | The Script Evaluate command is used to run NV2 scripts. For example, when setting up a traditional Trial Balance, external scripts are run to generate these setups. This is equivalent to the Go>RunProc in NV1. See Scripts for more. | |
| Import Records | This command provides functionality equivalent to the NewViews for DOS IMPORT procedure. At this time only general accounts and general transactions are imported but this functionality will be extended and generalized in the future. See Import Records for more. | |
| Email Setup | This command displays the email setup prompt used to enter your SMTP server settings. See Email Setup for more. | |
| CRA Setup | This command displays the CRA setup prompt used to enter your organizations settings. These settings are used by the Canadian T4, T4A, T5 and T5018 Summary Reports. See CRA Setup for more. | |
| Fill Column | The Fill Column command will copy from one field to the next for the active column of a marked block. Select the Block you want to copy/fill the data for, and then select the field that contains the data you want to copy. Next issue the Tools>Fill Column command. The existing values in the fields you fill are replaced. | |
| Caseware Export | This will export NV2 data to an external file that Caseware is able to read the data in from. | |
NOTE: The menu items displayed is always context sensitive. The Tools commands you will be provided with are applicable to the window that is currently active.
Most Tools commands are briefly described below. Some of them work everywhere but some are very context specific and will only appear in the menu where applicable.
| Menu Command - Tools > | Apply | In order for your customer statements and invoice aging to be accurate, you must reconcile your customer accounts (e.g. apply payments received from customers to the invoices being paid). The Apply command automates the process of reconciling accounts. When this command is used for the purpose of reconciling customer accounts, it can be run on the Accounts Receivable account table, or on the Bank Deposit journal. The Apply command enters the reference value of the payment in the reconcile fields of the payment and the invoices being paid. |
| Apply Deposits | The Apply Deposits command is used to apply payments to open invoices. You can apply deposits at any time, but they should be applied in a systematic manner. | |
| Apply Payments | The Apply Payments command is used to apply payments to open invoices. You can apply payments at any time, but they should be applied in a systematic manner. | |
| Pay Account | The Pay Account command is used to pay open vendor invoices, reconcile the payments with the invoices being paid, and optionally print the corresponding checks or EFT advisory slips. The Pay Account command is issued on a vendor account table. If no block is marked on the vendor table, the Pay Account command will pay the account that is currently active. If a block of accounts is marked on the vendor table, the Pay Account command will pay all the accounts in the block. If the Confirm/edit Payments field on the Pay Account prompt is set to yes, you can move through the vendor account table and choose the vendors that are to be paid. | |
| Direct Deposit | Direct deposit lets your company forward payroll funds intended for employees electronically and directly into their bank accounts in any financial institution. See Direct Deposit Payroll - Canada for more. See Direct Deposit Payroll - USA for more. | |
| Foreign Exchange | foreign Exchange is used to synchronize foreign exchange accounts to the preset exchange rates. See Foreign Exchange for more. | |
| Totalto | Tables of accounts (blue) have commands that draw graphs of the totaling structure. See Totalto Graphs for more. | |
| Charge Interest | Open Items | Adds interest charges to Accounts Receivable on one or more overdue accounts (i.e. accounts with open and unpaid items). See Charging Interest on Accounts for more. |
| Balance | Adds interest charges to Accounts Receivable or Deposit Accounts on one or more accounts (i.e. using that account's running balance or the sum of a date range). See Charging Interest on Accounts for more. | |
| Mail Merge | All | Mail merge is the ability to create a form letter or other such documents and replace portions of the document (such as the recipient’s name and address) with information from another source (such as a list of customers). Issuing Mail Merge>All will select all current items in the table. See Mail Merge for more. |
| Block | Mail merge is the ability to create a form letter or other such documents and replace portions of the document (such as the recipient’s name and address) with information from another source (such as a list of customers). Issuing Mail Merge>Block will select only those items marked in a block. See Mail Merge for more. | |
| Item | Mail merge is the ability to create a form letter or other such documents and replace portions of the document (such as the recipient’s name and address) with information from another source (such as a list of customers). Issuing Mail Merge>Item will select only the active item. See Mail Merge for more. | |
| Create Transactions | General | Adds (nearly) identical transactions, one per account, to the active account or a block of many accounts. See Create Transactions for more. |
| Create Transactions | Post Dated | You can position on any transaction and issue Tools>Create Transactions>Post Dated to create a series of posted dated copies for the purpose of adding recurring transactions. See Recurring Transactions for more. |
| Duplicate | You can position on any transaction and issue Tools>Create Transactions>Duplicate to create any number of duplicates of the transaction. See Duplicating Transactions for more. | |
| Create Private Desktop | This command will create a private set of windows for the active folder, effectively restoring version 2.08 or prior behavior for that folder. Note that this command must be executed for each folder for which you wish to have a private set of windows and hence private pick roots. See Create Private Desktop for more. | |
| Create Trial Balance | This command will create a Trial Balance window for an existing Trial Balance report. See The Trial Balance for more. | |
| EFT Deposit | This command will let your organization receive payments from customers/donors/members electronically and directly from their bank accounts or credit cards. See Receiving Payments from Customers (Deposits) for more. | |
| Import Excel | From a Pay List this command will import hours from an Excel spreadsheet. See Importing a Pay List from Excel - Canada Payroll for more. See Importing a Pay List from Excel - USA Payroll for more. | |