General Functions in Lease Accounting

Last updated on 2024-12-19

Overview

Lease Accounting provides a number of general functions for actions such as making tables easier to read and switching quickly between reporting entities for which data shall be collected as the lessee.

This article describes the functions available.

This article contains the following sections:

Functions in the Function Bar

The function bar is located at the top of the Lease Accounting screen. It provides the following general functions:

Displays the general functions for selecting the reporting entity and for displaying active tasks in the function bar at the top of the solution General functions in the function bar

Function

Description

Select or change reporting entity

In all the workspaces that are used to collect, process, save or export reporting-entity-specific data, you can select or change the reporting entity using the Reporting entity drop-down list.

Show status and log of tasks

Use the Active tasks: button to view a list of the tasks currently running in Lease Accounting and their current execution status.

For example, you will be able to see whether the Categorization, Calculation and Export steps are complete.

For each task, you can view a log that lists the completed tasks or any errors that may have occurred during execution.

Functions in Tables

The following options are available for tables:

Option

Description

Edit, view, delete, or archive entries

In a table, click the column with the  icon and select one of the following functions:

  •  to edit an entry
  •  to view the details for an entry
  •  to delete an entry
  • to archive an entry
  • to modify components

Which of the functions listed above is available depends on which workspace you are currently in.

The 'Interest rates' workspace is displayed. The options for editing, viewing and deleting entries are outlined in red. Edit, view, or delete entries

Configure columns

To optimize the view of a table, you can configure the columns accordingly. To do this, click the icon in the table header and select one of the following options:

  • Pin column
  • Autosize this column
  • Autosize all columns
  • Reset columns
  • Reset filters
The 'Interest Rates' workspace is displayed. The column editing options are outlined in red. Configure columns

Filter by entries

To view specific data or results, you can filter each column by specific entries. To do this, go to the  icon in the table and click the Filter icon . Once this is done, enter the name of the entry whose table data you wish to see in the Search box:

The 'Interest rates' workspace is displayed. The icon for filtering by table entries is outlined in red. Filter by entries

Show and hide columns

To limit your view to specific columns in a table, go to the icon in the table and click . Once you have done this, choose one of the following options:

  • Enter the name of the column you want to hide or show in the Search box
  • Activate or deactivate the check box for the name of the column you want to hide or show.
The 'Interest rates' workspace is displayed. The option to search for and show/hide entries is outlined in red. Search for and show or hide entries

Sort data in columns

You can sort the data in table columns alphabetically (from A-Z or Z-A) or in ascending or descending order. To do this, move the cursor next to the column name in the table header and click the arrow icon that appears:

The 'Interest rates' workspace is displayed. The arrow for sorting data in columns is outlined in red. Sort data in columns

Related articles