The basis for analyses in Controlling are postings from Project accounting. Depending on how your organisation uses WINPACCS Cloud, postings from Company accounting may also be available. The data basis for your analyses are managed in posting views.
Use the functions for example, to display, edit, split, or flag posting positions as billed. While analyses compile and filter larger amounts of data according to certain criteria, here you can edit individual data in the postings.
NOTE: You can find general information on how to get started with WINPACCS Controlling here. |
Postings section (navigation area)
In the Analyses section in the navigation area, you can see all the saved posting views. All the settings for columns, groupings, filters, and other table layout properties are saved in the views.
Default view: This view is always available. If you want to make and save changes to the table layout, click on Posting view (
) and then Save as copy.
Functions
The following functions are available above the posting overview (table):
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Display |
Opens the selected posting position and displays its properties in the display mode. You can also open posting positions with a double-click. |
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Opens the selected posting position and displays its properties in Edit mode. If you select several posting positions and click on Edit a window opens in which you can set certain fields of these posting positions to the same value (Multiple processing). Reported posting positions are blocked for processing. If you want to process a posting position that has already been reported, the system asks you whether you want to unlock (=free) the posting position. |
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Creates a PDF document from the Posting view The selected table settings such as filters, sortings and groupings, as well as additional columns, are applied. |
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Export |
Exports the posting view in Excel, PDF, CSV or RTF format. The selected table settings such as filters, sortings and groupings, as well as additional columns, are applied. |
