Menu Actions

available menu actions are based on the current screen, the transaction's status and the current user’s security profile menu actions automatically change based on open document status for example, saving a new document makes the post action available a sample action menu appears below gravity menu actions actions grids new the new action opens a form allowing new transaction entry this action is always available edit the edit action opens a form allowing selected transaction editing posted transactions cannot be edited posted transactions open in view only mode this action is available only when selecting one or more grid display items selecting more than one item allows you to make a change to all the items delete the delete action allows the deletion of one or more unposted transactions a posted transaction cannot be deleted this action is available only when selecting one or more unposted items in the grid display selecting more than one item allows you to delete all selected items correct a posted transaction cannot be changed or deleted but it can be corrected the correct action on a posted transaction creates reversing and correcting entries and provides an audit trail this action is available only when selecting one posted transaction from the grid see one button correction docid\ mc4c0zsutopzxckah3r8w copy the copy action makes a copy of the current unposted transaction posted transactions cannot be copied post the post action allows one or more transactions to be finalized or posted once a transaction is posted it cannot be edited or deleted this action is available only when selecting one or more items in the grid display selecting more than one item allows you to post all selected items print the print (document) action initiates the print actions of the specific transaction this action is available only when selecting one or more qualifying transactions from the grid display select the record to be printed in the screen's grid section right click on the record then select print from the list displayed copy a link/email a link the copy/email a link action allows the user to send or post a link to specific transactions for another user to review this action is available when selecting one or more items in the grid display copy a link places the link(s) in the system’s clipboard to be pasted into another application email a link initiates an email with the links embedded in the email body advanced find use advanced find to complete difficult searches use the function to search for specific records and prepare data for export to microsoft office excel see advanced find docid\ bdcgyturszw7idqxkcw8i export to excel use the menu's additional functions to download screen data to an excel spreadsheet select from a static or dynamic worksheet, or a pivot table actions forms new the new action opens a form allowing a new transaction entry save the save action saves the existing transaction and keeps it on the screen for review new records must be manually saved using the save action the gravity autosave feature automatically saves changes to existing transactions every 30 seconds autosave only works on modifying existing transactions delete the delete action allows the deletion of the current unposted transaction a posted transaction cannot be deleted copy the copy action makes a copy of the current unposted transaction posted transactions cannot be copied post the post action finalizes or posts the current transaction to be a posted transaction cannot be changed or deleted correct a posted transaction cannot be changed or deleted but it can be corrected the correct action on a posted transaction creates reversing and correcting entries and provides an audit trail see one button correction print (document) pressing the print (document) action initiates the print actions for the current transaction see the print document section above