To retrieve streams:
- Pick a stream type from the Stream ID Type list
box at the top of the window.
- Click the Retrieve button at the top left of the
toolbar or choose File | Retrieve from the menu.
- All streams from all invoices you have imported
will be retrieved to the screen.
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To find a stream:
- Enter the full or partial stream id code into the
Stream ID Code at the top of the window and click
the Find button. If the stream is found, the row
will be highlighted. If the stream is not found,
a message will be displayed.
- Clicking the Find button again will find the next
stream id code starting from the row you are on.
- To start the find from the first row, you must
scroll to row 1 and click on row 1 so the red
arrow to the left of the row points to row 1.
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To enter your own Stream ID Names:
- Simply enter the name in the Stream ID
Name column and click the Save button on
the toolbar. The next time you click on the list
box for this Stream ID Type from the Crown
Royalty Invoice window, you will see your name
appear instead of the government name.
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To enter Single Projects:
- Click on the Single Projects radio button
at the top of the screen (if it is not already
clicked).
- Enter the project information in the
columns and click the Save button on the
toolbar. The project will appear on the Detail by
Stream report as well as creating a link to your
GL system.
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To enter Multiple Projects:
- Click on the Multiple Projects
radio button at the top of the
screen (if it is not already clicked).
The screen will be divided into a left
and right section. The left section shows
all the streams and the right section
show the corresponding projects for the
stream on the left.
- To add or insert a new project, right-click
your mouse to get a popup menu and choose
add or insert. Enter the project
information and remember the total
percentage of the projects for this
stream must add up to 100%.
- To delete a project, click on the
row you want to delete, right-click
your mouse to get a popup menu and choose
delete. Remember the total percentage of
the projects left for this stream must
add up to 100%.
- Click the Save button on
the toolbar to save your changes or
clicking on a different stream on the
left section will save your projects and
then show you projects for the current
stream you have selected.
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To Sort, click on the
headings. To sort by Stream ID Code, click on the
Stream ID Code heading and the rows will be
sorted by stream id code in ascending order.
Clicking on the Stream ID Code heading again will
sort the rows in descending order of stream id
code. This can be done for any column by clicking
on the heading. |
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To Print, click the Print
toolbar button or choose Print from the File menu. |
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