Work In Progress Search

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TFS User Guide - Table of Contents

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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.

List and Buttons - Click here to expand...

List / Button	Description
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 Button	Closes the search screen without changing the current client.

Important Concepts

Select All Company Data Button (): 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.

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.

The Finance Shop KB

Work In Progress Search

Analytics

Important Concepts

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