Data Entry tab

The Data Entry tab is displayed in all finance workbooks. It is displayed by default in decision packages but can be deactivated.

Accounts form the rows and dates form the columns. Opening and closing balances are displayed by default. To hide or show these balances, click the icon in the header of the second column and select Opening/Closing Balance Shown.

The designer of a workbook can specify that other tabs are also displayed. Further tabs are displayed when a user selects an account that has specified characteristics.

Values that you write on the Data Entry tab are assigned to the Unassigned element on the associated tabs. Use the associated tabs to allocate values from the Unassigned element to, for example, individual schedules. We recommend that you enter all planning data on the Data Entry tab.

To filter accounts for which specific details are available, click Account Details and select the type of details that you want to access. Only accounts that have the selected type of details assigned are displayed. If details are enabled for the account, you can click the details icon and select the detail that you want to add.

You do not have to select an account to write a value to it on the Data Entry tab. But you must select an account to enable the associated tabs.

For decision packages, you can change the data views between data entry, financial base, and financial summary. Click Data View on the toolbar and select the data level that you want to view. These levels are available:

• Financial Base

  Displays the Data Entry with the financial base level.

• Data Entry

  Displays the Data Entry main report.

• Financial Summary

  Displays the Data Entry with the summary of both the financial base and data entry level.