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Mclowd User Guide for SMSF Trustees

NOTE_small

This section of the manual is relevant only to users of Mclowd Pro Version and Mclowd Premium Version

When filtering data displayed on the Centralised Transactions Screen  drop-down selection lists are available for selecting:

oFinancial Year

Trx_financialyr

 

oMember Account

Trx_selectAcct

 

oAccount

Trx_GLAcctfilter

 

 

oDate

MclowdTM recalls recent entries in the Date fields and displays them for selection.

Click on any date in the list to display a popup calendar.

RecentDates               Popupcalendar

 

oJournal ID

In the Journal ID and Description Fields, recent entries are displayed for selection.

JournalIDRecents                   RefinedDescriptionList

Type any combination of characters to choose from recent entries containing those characters. (Click here to view the abbreviations used to identify journal entries)

CentralizedTrxScreen_FilteronJnl

 

oDescription

In the Description field, recent entries are displayed for selection, or you can type any description or part thereof.

CentralizedTrxScreen_FilteronDescHelp

RefinedDescriptionList2

 

When all filters are set as desired...

CentralTrx_filtered

 

Copyright Mclowd Pty Ltd 2018