Coda V12 Uživatelský manuál

CODA Manual 0 VERSION 10 USER INSTRUCTIONS Contents Logging on to CODA instructions on how to log on and change password CODA Browsing Queries list

CODA Manual Enter your search criteria in the ‘From’ column (the example shown here is from test data and will show balances for a level 3 code), clic

CODA Manual File…print. They can also be exported to Excel by clicking: Edit…Select All…Edit…Copyopen Excel then click: Edit…Paste.To close this scr

CODA Manual 11 This particular example shows expenditure of £217.33 was incurred in year 2008 period 2. Again, details of these amounts can be viewe

CODA Manual BROWSE DETAILS Browse Details, as the name suggest, shows the detailed make up of all balances, ie the transactions making up a balance. C

CODA Manual Enter your search criteria at the next screen: (The above sample query is simply asking for all data posted to level 2 code 720 on a docum

CODA Manual If the total doesn’t appear along the bottom, click: View…Show Totals Columns can be enlarged by clicking and dragging your mouse over th

CODA Manual SORTING/SUBTOTALLING WITHIN BROWSE DETAILS:Data can be sorted and subtotalled, click: View…Manipulate. Sorting can be on any of the pres

CODA Manual this now shows the data sorted and subtotalled by Document Number. The figure in the highlighted line is the sub total value. To remove

CODA Manual EXPLODING A LINE (viewing the other lines in the transaction): Click anywhere in the required line, either click: Actions…Explode Document

CODA Manual BROWSE DOCUMENTS (shows all sides of a transaction within a document) Can be used, for example, to find all purchase invoices for your de

CODA Manual 1 LOGGING ON TO CODA To log into CODA, click on the CODA Switchboard icon on your desktop and enter the username and password as notifie

CODA Manual NB it is important you enter your departmental element 2 code each time whichever search you perform. Doc Code variables: PI - will show

CODA Manual 20 BROWSE DESKTOP – ACCOUNT SUMMARY This is the quickest way to find a supplier’s or customer’s code. [The structure of a supplier cod

CODA Manual Click once on the Browse Desktop button on the Switchboard. If there is no button for this, click: CODA-Financials...Browse…Browse Deskto

CODA Manual Supplier names then show in the right hand column and the supplier code shows in the left 22

CODA Manual EXTERNAL REFERENCES (from some of the main documents currently used) Document Code External Reference 1 External Reference 2 JBT* SOURCE

CODA Manual 24 ACCR ACCRUAL JOURNAL ACCRVS ACCRUAL REVERSAL SPREADSHEET ACCRYE ACCRUAL REVERSAL START YR 97/98 ACCSS ACCRUAL BY SPREADSHEET ADJ

CODA Manual 25 Glossary of CODA Terminology: Account code all elements of ledger code (e.g. 1000.620.000) when using this as a criteria in browse d

CODA Manual 2 CODA BROWSING QUERIES Queries most commonly used (notified by departmental users) Please add to these by sending an e-mail of your que

CODA Manual 3 1. Has a particular purchase invoice been paid and when? (i.e. a query from a supplier)? Before carrying out this search, you must ha

CODA Manual 2. How to search on an amount In Browse Details, make Selector BD-VAL SRCH and use the Browse Presenter and Explode Presenter of your c

CODA Manual 5 4. How much has been spent in a cost centre compared with budget? Go to Browse Balances, enter ACTyyyy (where yyyy is the current fin

CODA Manual 5a. Is there a receipt on the system for a particular sales invoice? Go back to Browse Details search screen and using BD-SLCOM enter onl

CODA Manual and if the invoice has been paid, details of this will show in these columns 7

CODA Manual BROWSE BALANCES (USING ELEMENTS CODES) This facility will show the balance on a particular account. Please note, however, it onlyshows am