The Data Entry Toolbar in Microsoft Excel
When opening a form for data entry in Microsoft Excel, you have access
to a Data Entry toolbar, in addition to the Excel functionality.
Button Name | Description |
---|---|
Open Form | Click this button to select a new form for data entry. |
Reload | Click this button to refresh the form after a change in the layout. |
Account Description | The account description, that is defined in the Define Account Structure window. |
Shareholdings | The investment register for accounts that have been defined for investments within the group. Click the Shareholdings and Investments button to open the Data Entry - Shareholdings and Investments in Group Companies window. Enter the shareholding information and investment value and save. The total investment is displayed in the form in the investments account. |
Comment | Click this button to enter a free text comment for a specific cell. |
Form Link | Click this button to get access to the form linked to the selected account. |
Intercompany | If the account is an intercompany account, click this button to open a the Intercompany Details window. Enter the counter company code, transaction currency (if relevant) and amount. |
Counterparts | Click the Get Counterpart Information button to update the window with the values reported by counter companies. If transaction currency is used, the column Difference will also be displayed. This is used for intercompany forms. |
Cell Information | Click this button for information about why a specific cell is not open for data entry. |
Save Data | Click this button to save the form with your edits. |
Help | Click this button to display the online help for Data Entry. |