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Viewing an Earnings Tracker Spreadsheet

Once you have added a month to Earnings Tracker, you can view the Earnings Tracker spreadsheet, and edit or delete existing months.

To view a spreadsheet:

  1. Click View/Edit Spreadsheet from the Earnings Tracker menu bar.
  2. Select a financial year.
  3. Select or deselect check boxes to determine the columns to be displayed in the spreadsheet. If, for example, your company is not registered for VAT you may want to hide all the VAT-related columns because they are of no interest to you.
  4. Click the View/Edit Spreadsheet button.
  5. Use the scroll bars to move around the spreadsheet.

To edit spreadsheet details:

  1. Click View/Edit Spreadsheet from the Earnings Tracker menu bar.
  2. Select a financial year and click the View/Edit Spreadsheet button.
  3. Click the name of the month you want to edit.
  4. Edit the details for the month and click Update Values.

For an explanation of the fields when you are editing a month, see Adding a New Month to Earnings Tracker.

To delete one or more months from the spreadsheet:

  1. Click View/Edit Spreadsheet from the Earnings Tracker menu bar.
  2. Select a financial year and click the View/Edit Spreadsheet button.
  3. Select the check box(es) for the month(s) you want to delete.
  4. Click the Delete Selected Month(s) from Database button.
  5. Click the OK button to confirm the deletion.


Go back to Earnings Tracker User Guides home page

 


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