Working with Finance and Operations, Business edition
When performing business tasks, you interact with data in different ways, such as creating records and entering data, sorting and filtering data, writing notes, and outputting data to other applications.
For example, you can adjust the size and position of any window, expand the width of columns and increase the height of column headers, and change the sorting of data in columns. And if you want to use the horizontal scroll bar to view all columns on a list page or on document lines, you will see that there is a vertical freeze pane to restrict some columns from scrolling.
The following table lists some of the general functionality with links to topics that describe them.
|Change basic settings such as company, work date, and Role Center.||Changing Basic Settings|
|Find a specific page or report.||Using Search for Page or Report|
|Filter data in views, reports, or functions by using special symbols and characters.||Entering Criteria in Filters|
|Learn about how to sort data.||Sorting Data|
|View or process data in specific date ranges.||Entering Date Ranges|
|See which fields must be filled in.||Detecting Mandatory Fields|
|Change which fields and actions are shown in the user interface to fit your company's business processes.||Customizing Finance and Operations, Business edition|
|Change how you view lists of, for example, customers, vendors, or items.||Displaying Lists in Different Ways|
|Modify the colored indicator on cues.||Setting Up a Colored Indicator on Cues|
|Preview, print, or save reports.||Working with Reports|
|Schedule a report to run at a specific date and time.||Scheduling a Report to Run|
|Manage the content and format of reports and documents, including which data fields of a report dataset appear on the report and how they are arranged, text style, images, and more.||Managing Report and Document Layouts|
|Learn how to work with general journals, which are used to post to general ledger accounts and other accounts such as bank, customer, vendor, and fixed assets accounts.||Working with General Journals|
|Understand how the computer locale affects the user interface and the Help site and how to change the language.||Changing Language and Locale|
|Learn about features and capabilities that make Finance and Operations, Business edition readily available to people with disabilities.||Accessibility and Keyboard Shortcuts|
|Watch videos on selected functionality to help you get started.||Videos on Common Tasks|