Viewing Expense Models

This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.4.
For the latest version of this help file can be found here.

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You view expense models with Coding Definitions | Work Orders | Expense Models. For an overview of expense models and MainBoss accounting in general, see Accounting Facilities.

The expense model table viewer contains the following:

View section: Shows the list of current records.

Code: Click this heading to sort the list by code. Click again to reverse the order (from ascending to descending or vice versa).

Description: Click this heading to sort the list by description. Click again to reverse the order.

Enable Filter: Lets you set up a filter to select which records should be shown in the table. For more information, see Table Filters.

Details section: Shows information from the selected record.

Expense Mappings section: Lists the expense categories associated with the selected expense model. For more on expense mappings, see Expense Mappings.

Units section: Lists the units associated with the selected expense model. If a unit is associated with a specific expense model, that model is used as the default for any work orders on the unit. For more about units, see Units.

Work Orders section: Lists work orders that use the selected expense model. For more on work orders, see Work Orders.

Tasks section: Lists tasks that use the selected expense model. For more on tasks, see Tasks.

New Expense Model: Opens a window to create a new record. Fields in the new record will either be blank or assigned default values (as specified in the Defaults for Expense Model section).

Edit/View/Restore: This drop-down button offers several possible actions:

Edit: Opens an editor window to let you edit the selected record.

View: Opens an editor window where you can examine the selected record.

Restore: Restores a deleted record. This button is only active if the viewer is in All mode and if you've selected a deleted record. When you click Restore, MainBoss will open a window that lets you examine the contents of the deleted record. If you save the record and close the window, the record will be restored to the Active list.

Delete: Deletes the record that's currently selected.

Print: Opens a window to let you print information about your expense models. For more, see Printing Expense Models.

Refresh: Updates the list to reflect any recent changes.

Search: Lets you search through the list of records for a particular record. For more information, see Searching for a Particular Record. The Search button has an accompanying drop-down list containing the following:

Find Next: Uses the same search condition(s) as your most recent search and finds the next record in the table that matches the condition(s). If the search reaches the end of the table without finding a matching record, it goes to the start of the table and continues the search.

Find Previous: Same as Find Next except that it goes backward in the table. If the search reaches the start of the table without finding a matching record, it goes to the end of the table and continues the search.

Defaults for Expense Model section: Shows any defaults to be used when creating new expense models.

Edit Defaults: Opens a window to let you change the displayed default values.

Refresh: Updates the list to reflect any recent changes.

For more information on expense models, see Expense Models. For how to create or edit such records, see Editing Expense Models. For general information on table viewers, see Using Table Viewers.

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