Visual Catpro
  

Selecting an Account / Option

At several points, you have to select an account / option from a selection Grid. In the following picture, we are to select one of the Balance Sheet class. We have already pressed 'PL'. It is showing two records in highlighted mode. Note that we have not entered the character '&'. You may also note that only alphabets and numeric characters are required to be entered. Spaces & other punctuation marks are ignored for selecting an option / account. To choose 'P&L: Expenses', press the characters 'PLE'. You do not need to press  ':' or any space to select this option.

graphic

This method of ignoring spaces & punctuation marks is very useful to select an account like C.S.T. You may have entered this record in Master as:

1.      CST
2.      C.S.T
3.      C S T
4.      C. S. T.

In all these cases, to select this account you need to press the characters CST because spaces and punctuation marks are ignored for the purposes of selection.

Filtering records in Selection Grid:

Sometimes you are not sure about the exact name of the desired account / option. For example, you might remember that the Account head contains the word 'Bank' but do not remember the exact name. In that case, enter the word 'Bank' with a '.' (Dot) prefix. After this a filtered selection grid of all accounts containing the word 'Bank' shall appear in selection grid as shown below: 

graphic

Note that Pink color of Input Text Box indicates that the list being shown is a filtered Selection List. You may also note that balance of the selected account is also shown in 'Red Strip' on the top of selection grid.

Filtering Account head with Station:

Sometimes you have certain accounts with similar names at different stations. For example you may have following accounts in your master :-
A/C NAME
STATION
Guru Nanak Medical Store
Banga
Guru Nanak Medicos
Jalandhar
Guru Nanak Mission Hospital
Jalandhar

Now to find 'Guru Nanak Medical Store Banga' you may enter '.Gur-Ban'. This will select all accounts starting with 'Gur' and where station starts with 'Ban'.

Note : search is case-insensitive. (Capital & small characters are treated alike).