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The Finance Shop Knowledgebase MenuThe Finance Shop Knowledgebase MenuTFS User Guide Table
TFS User Guide Table
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TFS has two screen modes:


Expand
titleView Mode - Click here to expand...

By default, all screens and lists are in View Mode when they are first opened. View Mode allows you to view information for a TFS screen, list or dialog, but does not permit any changes to be made. When a screen or dialog is opened in view mode, all data fields are coloured yellow.

All menus are enabled when the screen is in view mode, allowing you to quickly navigate to other screens. Some editing commands such as the spell check are disabled when a screen is in View Mode.

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LegendFeatureDescription
1Menu Bar

Is enabled.

Provides access to all functions of TFS.

2ToolbarUsed to quickly access commonly used TFS functions.
3Sidebar

Is enabled.

Provides one-click mouse access to most TFS screens.

4Yellow Coloured FieldsCannot be edited.
5Related Screen (Jump To Button)Click to jump to a related screen. These are only available when a screen is in view mode
6Communicate Dialog Button

Click to automatically communicate with a client, client contact, service provider, etc. The dialog allows the user to send an email, create a mail merge document or open website addresses.

7SMS Button

Click to open the Communicate Dialog with SMS selected.

NOTE: This will only work if you have

8Edit Mode Button

Click to change the screen to Edit Mode.

.


Expand
titleEdit Mode - Click here to expand...

A screen can be changed to Edit Mode by clicking the Edit button. When a screen or dialog is opened in Edit Mode, the fields that can be modified are coloured white. Often a screen may display two edit buttons hence the Edit Mode button may be referred to as the (Left) Edit button.

Although TFS data can be modified in Edit Mode, some fields are still locked. The information contained in locked fields cannot be modified for security reasons, or because the system automatically updates or calculates the data in a particular field.

The Edit menu is enabled when the screen is in Edit Mode. All other menus are disabled until the OK or Cancel button is clicked.

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LegendFeatureDescription
1Menu Bar

Is disabled except for the Edit menu.

Provides access to all functions of TFS.

2Toolbar

Is disabled except for the editing tools.

Used to quickly access commonly used TFS functions.

3Sidebar

Is disabled.

Provides one-click mouse access to most TFS screens.

4

Popup button (Image Modified)

Click to open a dialog related to the field. Information can be edited.

5

White Coloured Fields

Can be edited.
6Yellow Coloured FieldsCannot be edited.
7

Auto Complete Button (Image Modified )

Click to scroll through pre-defined options available for selection.

8OK ButtonClick to change the screen to View Mode, saving all changes.
9Cancel ButtonClick to cancel any changes. The screen returns to View mode.