VCO Template Validation Shortcut

Daniel Dalnekoff — Tue, 11 Aug 2009 13:17:00 GMT

We have all been in this situation before, running a report and all of a sudden the results are not coming out correctly; be it a Balance Sheet out of balance, or an Income Statement missing activity from a certain expense code. Either way, one of the most common culprits of this could be something missing from your Visual Chart Organizer (VCO) template. Of course, it seems like a journey to close the report, navigate away from reports into the VCO section, then open the template, search for the missing accounts, and then run the validation report on the template. I agree, considering the probability of success, this is a journey even Leif Ericson may have thought twice about.

There is a shortcut here. In fact, the chart template of your choice can be validated without even leaving the report setup! From the General tab of your report, there is a small button just to the right of the menu where you can select the chart template being used. The button looks like a folder with a check on top of it - the universal sign for Validate.

From here you can create a new validation or select an existing saved parameter and validate the chart template of your choice. This is a quick and easy way to validate your template right from the report parameter to see if this could be the cause of your report issue. Of course, if a change does need to be made to the template you will need to head over to the VCO section of the software to make your edits, but at least it won't be a wasted voyage.

Help a Click Away

Kristen Decker — Tue, 14 Apr 2009 15:31:00 GMT

“Oh snap, I put the checks in the printer the wrong direction!” People say this more than you think. In FE there are helpful links to show you what to do. There’s a “How to make check corrections?” link on the AP and PY Banks page that brings up the correcting checks help screen. But wait...you can press F1 from anywhere in the software for help. You can find these in other places throughout GL, AP, and PY. See if you can find one today!

The Ledger : help

VCO Template Validation Shortcut

Help a Click Away