Basic navigation
Use the accordion panel or the LSP home page to access your required function.
Accordion panel
The accordion is on the left side of the screen.
The hamburger icon is represented by three bars beside the Home label. You can click the hamburger icon to show or hide the accordion.
This table shows the options available in the accordion panel:
Panel | Description |
---|---|
Home | Navigate to the LSP home page |
Inquiries | General inquiries for a given accounting entity |
Settings | Use Settings to configure and maintain subscription-specific settings such as code translations and contact information |
Administration | Use Administration to set up services for a given accounting entity |
Utilities | Use Utilities to maintain the features and functions of LSP |
About | Shows information about the application such as the application version and patch version |
Filtering
Many of the grid views found in LSP has a filter feature that you can use to select a sub-set of data.
This table shows the commonly used filters:
Operator | Description | Notes |
---|---|---|
* | wildcard | Used after a value. This filter retrieves all lines which start with the given
value. For example, ABC* retrieves all lines which start with ABC. |
= | Equals | Retrieves the record(s) that exactly matches the value entered. |
> | Greater than | Retrieves the record(s) that are greater than the value entered. |
>= | Greater than or equal to | Retrieves the record(s) that are greater than or equal to the value entered. |
< | Less than | Retrieves the record(s) that are less than the value entered. |
<= | Less than or equal to | Retrieves the record(s) that are less than or equal to the value entered. |
!= or <> | Not equal to | Retrieves the record(s) that are not equal to the value entered. |
!> | Not greater than | Retrieves the record(s) that are not greater than the value entered. |
<! | Not less than | Retrieves the record(s) that are not less than the value entered. |
null | null | Retrieves the record(s) that contains blank fields with null values. |
!= null or <> null | Not null | Retrieves the record(s) that are not blank and contain values. |