[ Procedures ]

Displaying Proper Account Lists #

Description #

To display a window containing a list of proper accounts, either all of the proper accounts or a selected set of them.

Conditions #

State file is valid.

Operator Level #

Browser

Usage #

To display a list of all of the proper accounts choose Proper Accounts in the main window's Accounts menu.

To display a list of selected proper accounts choose Selected Proper Accounts in the main window's Accounts menu. This will display the Account Selection window. To make the selection fill in this window, see Account Selectors.

These procedures will display either the Account List or the Selected Account List window. The top part of this window contains a list of the accounts. The bottom part contains a text box for searching the list (not available for selected accounts), two option buttons to control the order in which the accounts are displayed and a set of buttons for operating on the accounts.

The Order option buttons control the order in which the accounts are displayed. Number causes the accounts to be displayed in account number order. Name causes them to be displayed in order of account name.

In the Account List window (but not the Selected Account List window) the Search text box allows quick access to an account without having to scroll up and down the list. When the list is in number order it searches on number, when in name order on name.

Whenever the contents of the Search box are changed the first account which matches the amount typed in is selected. Therefore it is not usually necessary to type the whole of a member' s name to locate their account.

Note that account numbers are compared numerically so "A1" in the search box matches "A5" in the account list before it matches "A100".

Choose View to view the details of the account without being able to make changes.

Choose Add to create a new account. This is part of the Account Creation procedure. This button is disabled unless the database is open for write access, the month is open for start-of-month or daily transactions and the operator level is at least Full Entry.

Choose Edit to edit the details of the account selected in the List box. This is part of the Account Modification and Modifying Properties Of An Account procedures. This button is disabled unless the database is open for write access, the month is open for start-of-month or daily transactions and operator level is at least Full Entry.

Choose Delete to mark the account selected in the List box for deletion. This is part of the Deleting Proper Accounts procedure. This button is disabled unless the database is open for write access, the month is open for start-of-month or daily transactions and the operator level is at least Full Entry.

Choose View Transactions to view the transactions for the account selected in the List box for the selected month. This is part of the Displaying Proper Account Transactions procedure.

Choose Print Statement to print a statement for the account selected in the List box for the selected month. See Monthly Account Statements.

Choose Done to close the Account List or Selected Account List window.

See Also #

Selected Account Report
Account Creation
Account Modification
Deleting Proper Accounts