Helpful Hint #16 - Shortcuts In Beacon Finance
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Modified on: Mon, 2 Oct, 2017 at 10:29 AM
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Speed up your workday with these shortcuts in Beacon Save yourself some clicks. This Helpful Hint will guide you through utilizing some of the shortcuts available in Beacon Finance to quickly and easily get the data you are looking for.
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Click the image above to watch a short video tutorial on some of the tools available in Beacon Finance to help you work faster. |
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See What Changed Since Yesterday
Find out which transactions were processed yesterday with one click. From the Account Structure screen in Beacon Finance, simply click the Last Day link.
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View the Last Week
Just like the Last Day shortcut, you can use the Last Week link to get a list of transactions processed in the last week.
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Identify Open Commitments Want to see the Open Commitments for an account? Click the checkbox next to the account and then select the $COM icon. This will take you to the Open Commitments report. |
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Shortcut to Transactions
Check the box next to the Account for which you'd like to view the transactions. Then, click the $TRA icon on the Account Structure. Voila! You will immediately be taken to the transaction list.
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Don't Go Back
Did you know you don't have to navigate back to the Account Structure to switch accounts? Simply use the Account Navigator to select a sub-account or go up a level in your hierarchy. You can also search for an account by typing in the account number and clicking GO.
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