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User Preferences

User Preferences covers the following topics:

Sort Documents

Each time you open the Activity Statements sub menu or Excise menu your documents will be listed in the order you set in the previous session. The default sort is reverse Period order. This means that documents with the most recent dates will appear at the top of the list.

You can organise your documents by sorting them according to your own preferences. The list may be sorted by any of the columns displayed - DIN, Business Name, Type, Period or Status.

To sort your documents, click on a column heading. The column is displayed in alphabetical/numerical order. To sort your documents in the reverse order, hold down the SHIFT key and click a column heading.

Sort Documents

To sort your documents further, continue to click or Shift-click on one or more column headings.

When you sort your documents in one tray, the sort order will only be applied to that particular tray. You can set different sorting preferences in the In Tray, Out Tray and Sent Items tray. Your sorting preferences will remain until you apply new preferences.

If you have sorted your documents, new documents will be placed in the list according to your sort preferences. To locate your new documents you must scroll through the list. All new documents are displayed in bold and have the status New.

 

Resize columns

When you resize the columns in one tray, it will only apply to that particular tray. You can set different column widths in each Business tray. Your column width preferences will remain until you apply new preferences.

To resize your columns, perform the following steps:

  1. Place your mouse cursor over a join between two column headings. A resize cursor will appear
    Resize Columns
  2. Click on the mouse and hold it down while dragging to the left or the right.