The Accounts page contains quick links to various other pages in the application.
Right Click Menu
You can right-click an Account Title to open a menu of options for popular pages to navigate to. quick links to other pages in Beacon Finance for the account selected.
Options include creating an Ad-Hoc View, navigating to the Open Commitments, Projections, Transactions, Edit the Account pages.
You can checkmark multiple accounts to create an Ad-Hoc View or to navigate to the Transaction page with the multiple accounts selected. This, however, does not impact the other navigation options. For Open Commitments Projections and Edit Account, you will navigate to the first account check marked.
Transactions Today
Next to each account title, you will notice a bubble with a number. The number represents the number of new transactions downloaded today for the account. Click on the number to navigate to the Transaction screen filtered to the account selected and imported today. Occasionally the number displayed on the Accounts page will differ from the number of transactions shown on the Transactions page. This can be because you have transactions summarized on the Transactions page, thereby limiting the number of line items Beacon displays or because the default setting is to exclude transactions that have been updated.
Account Title
Account titles are hyperlinks to the Balance of Accounts. All account titles, including summary accounts can be clicked on to navigate to the balance of accounts for the account title selected.
Dollar Amounts
For most pages in Beacon Finance, including the Accounts screen, the dollar amounts can be used to navigate to a more detailed review of the summary dollar value. The few exceptions are the custom column formulas. You can identify a custom column because it will not be in blue text