Expected Nature Transaction Card

To add a new card:

1) Click the Manage cards menu;

2) Click the +Add button;

3) Enter the fields according to the sequence:

a) Card Type: in the combo, select the desired card type;

b) Status: indicate if the card is disabled or enabled for viewing;

c) Title: Enter a title for the card;

d) Show Filters:  Selecting the card will allow or not the use of a filter;

e) First Information to Fourth Information: Select the items that you wish to display, for example: Executed Revenue, Executed Expenses;

f) Filter: You can filter the card information by Actual Due Date;

     Note: The card filter will have the month entered in the Value field as its base. Enter the complete date in the DD/MM/YYYY format.

g) Card Help: This functionality allows you to enter a help description for the card;

h) Click the Save button to complete the operation:

To edit a card:

1) Click the Manage cards menu;

2) Select the card you wish to edit and click the Edit icon;

3) Edit the desired information;

4) Click the Save button to complete the operation.

To enable or disable a card:

1) Click the Manage cards menu;

2) Select the card you wish to enable or disable;

3) Click the icon in the View column:

Legend:

Green Icon: Enabled

Red Icon: Disabled

To delete a card:

1) Click the Manage cards menu;

2) Select the card you wish to delete;

3) Click the garbage bin icon to delete the card;

4) Click the Confirm button to complete the operation:

To search a card:

1) Click the Manage cards menu;

2) Enter the title of the card you wish to filter;

3) Example of search by card title:

Note: To remove the filter, just delete the filter item.

To search a card:

1) Click the Manage cards menu;

2) Click Advanced search;

3) Enter the card you wish to filter;

4) Example of Advanced search by card code:

Note: To remove the filter, just delete the filter item.

In the cards maintenance, you can manage the columns displayed in the grid.

To manage the columns, click the gear icon to select which columns you wish to display, as in the example below: