Sign On. Located in the Banner section of any window. Displays the Sign On window where you may change the company/office and accounting month/year.
Sign Off. Located in the Banner section of any window. Logs you off PRODUCTION.
Home. Located in the Banner section of any window. Returns to the Main Menu.
Help. Located in the Banner section of any window. Launches online Help. Refer to Online Help for additional information.
Save/Update. Saves or updates information in the system.
Delete. Erases information. An error message displays if information cannot be deleted. Information cannot usually be deleted if it has already been used in the system.
Print. Displays the Print window where you may submit your report to print.
Next. Advances to the next window.
Back. Returns to the previous window.
Move Up. Moves items up within a list.
Move Down. Moves items down within a list.
Search. Allows you to search for information when you do not know a code. Refer to Search Feature for additional information.
Add. Adds information to a list but does not usually update the file. If necessary, use the Save icon to save new information.
Remove. Deletes information from a list.
Collapse. Collapses information under a heading.
Collapse All. Collapses information under all headings.
Flag as Default. Flags information as the Default. Refer to Field Defaults for additional information.
Select All Options. Selects all options on the list with a check mark.
Submit. Makes the selected information available for approval.
Unselect All Options. Unselects all options on the list by removing the check mark.
Cancel. Deletes a Trip Segment in AdExpenseSM.
Note. Allows you to set up notes.
Description. Allows you to override work code descriptions or enter alternative work/tran code descriptions.
Expense notes. Allows you to assign vendors to expenses for tracking purposes.
Calendar. Allows you to set up start/due/completion dates as well as block dates from entry on task lists.
Notify. Allows you to manually notify team members who have the next available task to complete.
Notify All. Allows you to notify all members of the team regardless of when their tasks are to be completed. Team members who have already completed a task will not be notified.
CC List. Allows you to copy workflow resources when setting up the task list. Works in conjunction with the Notify CC List icon.
Notify CC List. Allows you to notify all members of the team who have been added to the CC List.
Block Saturday. Allows you to block all Saturday dates from entry on task lists.
Block Sunday. Allows you to block all Sunday dates from entry on task lists.
Recalculate. Calculates numerical entries.
Preferences. Allows you to control whether optional information displays.
Compare. Allows you to compare competitive estimates.
Total Row. Allows you to add a row where you key a total amount.
Purge. Allows you to delete closed jobs.
Reset. Clears previous selections.
Expand. Expands information under a heading.
Expand All. Expands information under all headings.
Entertainment Notes. Displays window where you may record notes relating to a tax deductible entertainment expense in AdExpenseSM.
Rejection Comments. Allows an alternate employee to display the rejected expenses or advances for another employee in AdExpenseSM.
Toggle Active Status. Suspends or unsuspends an item from use in the system.
Calculate Schedule Forward. Calculates Start Dates and Due Dates forward on a task list when Start and Due fields contain a numerical value.
Calculate Schedule Backward. Calculates Start Dates and Due Dates backward on a task list when Start and Due fields contain a numerical value.
Allocate Resources. Allows you to track time/amounts allocated to specified resources by time accounting transaction code/work code.
Messages. Located in the Banner section of any window. This icon turns (spins) when you have a new message. Click the Messages icon to display the subject of the message(s) as well as its origin and the date and time it was sent. To view the details of the message, click in the box to the left of the subject (to show a checkmark) then click the View Selected Messages icon. When the message is displayed, you may click the Get Next Messages icon to display the next message you selected. To delete messages, select the message(s) you want to delete then click the Delete icon.
Reports. Located in the Banner section of any window. This icon allows you to access the View Spool Files option without having to select it from the Spool File folder.
Trip Segment. Displays the Trip Segment Definition page in AdExpenseSM.