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Matthew Garrett

Matthew Garrett

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The work in progress Search dialog displays all active finance applications, that have not reached the work flow stage of completion, showing important application details.


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titleList and Buttons - Click here to expand...
List / ButtonDescription

Work In Progress List

Lists the applications that are currently in progress.

Search/Refresh Button

Performs a search based on the search criteria.

Select Button

Sets the selected search result making them the current client. Will close the search screen.
Close ButtonCloses the search screen without changing the current client.

Important Concepts

Select All Company Data Button (Image Modified): located in the dialog toolbar, clicking this button allows users to search for clients across multiple databases (for example, if an organisation is split into

two companies or two divisions). This only applies to users who have permission to view other databases.

Important:
Note

If users access a client from another database, this means you have been logged out of the current database and logged into the second database. The status bar at the bottom of the TFS screen displays which database (context) the user is logged in to.