GL Wand User Options
Configure your user preferences.
Option | Description |
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Use COPA | To use the COPA balance function select this option and choose the operating concern to work with. |
Use Projects | To use the Projects balance function select this option and set the date in the past to load projects from. |
Use Internal Orders | To use the Internal Orders balance function select this option and set the date in the past to load projects from as well as the order types to include. |
Use Customers | To use the Customers balance function select this option. |
Use Vendors | To use the Vendors balance function select this option. |
Use SPL | To use the SPL balance function select this option and choose the table group to work with. |
Hierarchy level spans columns | When populating expand hierarchy results, span the hierarchy levels across columns. |
Ignore blocked GL accounts | Select this to ignore GL accounts that have been blocked for posting at the chart of account level when expanding. |
Calculation drills to new workbook | When enabled, drilling down from a function (calculation) will populate the results into a new workbook. |
Drilldown drills to new workbook | When enabled, drilling down from a previous drilldown report will populate the results into a new workbook. |
Double click enabled | When disabled, a double click in Excel will no longer open lists of values and execute drilldowns.
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Suppress zeros on drilldown | Exclude items in the balance drilldown report if the opening balance, debit movement, credit movement and closing balance are all zero. |
Display cleared items | Include cleared line items within the line item drilldown |
Show last calculated values | Shows the last calculated value, if available, when performing an action that triggers an Excel calculation (except using the refresh buttons which always calculates a new result). |
Auto refresh when workbook opened | By default a workbook will not calculate Wands formulas when it is opened. This option can be used to control this behavior.
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Disable Excel multi-threaded calculation mode | When ticked, the Excel multi-threaded calculation mode will be disabled when a calculation is performed using one of the Wands refresh buttons |