Standard

In this list you can see and modify different settings for the accounts. You can for example change names, create blocks, and select dimensions. The presentations of the list can display general information, be grouped by heading, or show blocks/notifications.

VAT settings

In this list type you can see and modify VAT types, VAT codes, and VAT rows.

Warehouse

This applies if the Warehouse option is installed. In this list you see account numbers, account names, and dimensions, linked to warehouse. A checkbox for warehouse is also shown. If warehouse is not linked to the dimensions, the dimension columns and the warehouse column will not be displayed. It is possible to update information in this list.

EIM signer/Head signer

In this list you can see and modify signer/approver and head signer for accounts.

The presentations determine how the selected list should be displayed/presented. For example if it should be presented as grouped or as total. There are some standard presentations included in the program.

In most procedures where you can load lists, it is possible to create your own presentations. This is done under Presentations in the backstage of the procedure in question. If you create your own presentation you can for example choose if it should have a drilldown function and a drilldown filterering.

You can select which columns the list should consist of, and for each of the columns you can configure grouping, sorting, aggregation, and if the column should be shown in chart form and if it should be printed. Additionally you can also make printout settings, chart settings, and settings regarding extra aggregation.

Read more about this in Presentations.

In a list procedure there is always a tab called Selection where you can select data records in different intervals from the database. The data records are then loaded by using the Load button in the toolbar of the procedure.

Under Selection rows in the backstage of the procedure, you can choose which selection rows that each list type should have, under the Selection tab in the procedure. In the List type field you select for which list type you want to customize the selection rows.

One table shows selection rows possible to select and one one table shows the selected selection rows. You can add, delete, or move selection rows by dragging and dropping the selection rows with your mouse pointer.

Using the Save button you save the selected selection rows.

Read more about this in the Selection topic.