Flagging Accounting Records
Every account and transaction record in Goldenseal small business software includes a Flag Box, at the lower left corner of the window. The Flag Box is the button on the far left, next to the Printer Flag.
The Flag box works like any checkbox. Click in the Flag box to turn it on. Click again to turn it off.
HINT-- The Flag button lets you group combinations of records that may not be possible to find with a simple find criteria.
Viewing Flagged Items
To view the items that are currently flagged, follow these steps:
HINT-- The Flag Box is a great way to mark a few records for some sort of action (such as a phone call). Once you complete the action for each record, unflag it.
Clearing All Flagged Items
Before you flag a group of records, you should un-flag any items you may have flagged, previously.
To do so, follow these steps:
HINT-- The Flag Box is present in all accounts and transactions, in all versions of Goldenseal small business software. It can be very handy!