Tips on Navigation

The Menu,  Banking,  Customers,  Vendors,  Inventory,  Sales,  Journals,  Payroll,  Reporting,  Budgeting,  Multiple Desktops,  Printing,  The Manual

Windows

NewViews is a Windows multiple document interface program. Many programs such as Word or Excel present themselves as a single document interface.
The advantages of the NewViews interface are plentiful.

• The menu is shared between all the child windows reducing clutter.
• Child windows can be hidden, displayed or maximized.
• Navigate using a tree interface.
• See the full context of transactions.
• Customize any window, move any column left or right.
• Add additional columns or delete unnecessary columns.
• Multiple desktops can be implemented on the same set of books.

Do the bookkeeping your way

There are always two ways to add transactions in NewViews.

Work directly on journals

or work directly on account ledgers

The choose is yours, but most users use both approaches. For example, you may wish to do all your work in the books of original entry, but when adding a service charge to a bank account while reconciling you can add the service charge directly to the bank account.

The Menu

There is a second identical menus on the right mouse click

The Microsoft style (pull-down) menu just below the title bar of the window pane collapses after each use.
The context menu (right-click) is persistent, i.e., it does not collapse and the last command used is highlighted. Also, there is no need to drag your hand to the top of the screen. Right-click anywhere the mouse is pointing.

The menu is presented as a tree, and commands are selected by clicking the command name. When + appears to the left of a command, command options are displayed by clicking the +. Keyboard shortcuts for the most common commands are provided.

<Back to Top>

Banking

deposits, payments, checks, loan payments, service charges, etc

The bank accounts are located in the Bank Accounts folder.

Double click on the blue bank row to expand to the account's ledger.

Here you can add, edit and delete transactions directly to the bank account's ledger Positive entries are debits to the bank, negative entries are credits to the bank.

<Back to Top>

Customers

invoices, payments, deposits, statements, etc

The customer accounts are located in the Accounts Receivable folder.

Additional customer account information is found on the account+ tab.

Double click on the blue customer row (in any view) to expand to the customer's ledger.

Here you can add, edit and delete transactions directly to the customer account's ledger Positive entries are invoices/debits to the customer, negative entries are payments/credits to the customer.

<Back to Top>

Vendors

invoices, payments, checks, etc

The vendor accounts are located in the Accounts Payable folder.

Additional vendor account information is found on the account+ tab.

Double click on the blue vendor row (in any view) to expand to the vendor's ledger.

Here you can add, edit and delete transactions directly to the vendor account's ledger. Positive entries are invoices/credits to the vendor, negative entries are payments/debits to the vendor.

<Back to Top>

Inventory

Inventory, adjustments, forecast, quantities on hand, etc

The inventory accounts are located in the Inventory folder.

Here you can add, edit and delete transactions directly to the inventory account's ledger.

<Back to Top>

Sales

Sales, inventory values and profits, inventory links, etc

The sales accounts are located in the Sales folder.

Here you can review, report, add, edit and delete transactions directly to the sales account's ledger.

<Back to Top>

Journals

deposits, payments, general, purchase invoices, sales invoices, etc

The five journal groups are located in the Journals folder.

Expand the journal tree to navigate directly to a journal.

Here you can add, edit and delete transactions directly in the books of original entry to the sales invoice journal. Positive entries are sales invoices, negative entries are credit notes.

<Back to Top>

Budgeting

Budget from the budget journal, or directly on a report.

The five journal groups are located in the Journals folder.

Or switch to the "Budget" view on any report and type directly in the budget amount column.

Here you can add, edit and delete budget amounts directly.

<Back to Top>

Payroll

Payroll processing, employee settings, wages, timecards are all contained within the main "payroll" folder.

There are three other payroll folders.

• /NEWVIEWS/ACCOUNT/PAYROLL - the list of all payroll accounts in the system.
• /NEWVIEWS/JOURNAL/PAYROLL - the journals used when payrolls are processed.
• /NEWVIEWS/REPORT/PAYROLL - custom reports used after processing payroll.

Many users hide the /NEWVIEWS/ACCOUNT/PAYROLL folder. New employees and employee accounts must be added to the employee setup under the above pictured folder. Many users hide the /NEWVIEWS/JOURNAL/PAYROLL folder. The journal with all the payroll checks is seldom used for reporting or lookup. It is easier to view payroll check by employee.

<Back to Top>

Reporting

Report are always live and up to date.

Reports are always up to date in NewViews, just set the dates at the top of the amount columns. Any report can have dozens of columns of different dates. Any date can be specified. There are no limits or restrictions. No data is compressed, removed, summarized, or purged.

Here you can add, edit and delete reports. If you need a custom report, add a new report and then add the accounts or account groupings you wish to report on. Then simply set the dates and your done.

<Back to Top>

Multiple Desktop Explorers

Go beyond the default single desktop explorer.

Right click on the white tree explorer, in the menu choose, Window > New Database Explorer, to create an additional database explorer. Each time this command is repeated, an additional database explorer is added.

Here you can tile your explorers, vertically, horizontally or cascade them as shown above. Each explorer has a corresponding tab just below the button row. These tabs can be renamed. With this approach you may create half a dozen or more explorers, one for each main accounting task performed.

With this approach you may view and work with several accounts, reports or transactions at the same time.

<Back to Top>

Printing

NewViews, what you see, you can print.

Print any table (report, journal, ledger, details) that you work on.

All tables can be printed in total or part. The choice, print "All" will print the entire table, in this case the entire "balance Sheet" report. The choice, print "Block" would only print the six highlighted rows, rows 4 to 9. The choice, "Account Ledgers" would provide an option to print the details of the selected accounts on the report.

<Back to Top>

The Manual

The NewViews manual is not published on paper.

The manual is also provided as an Internet online HTML document.
The manual is also provided with the installation as a local HTML document.

The manual is easily accessed by pressing Help > Manual on the main menu in NewViews or the Workstation.

The manual is indexed into various sections. Highlighted words and phrases are hyperlinks to other sections of the manual or direct links to Web sites for real-time help.

The manual contains several hundred screen shots, covering everything from exploration, navigation, daily tasks, payroll, reporting, custom reporting, budgeting, electronic banking, importing from NewViews 1 for DOS, etc.

There is also a search tab in the left frame.

<Back to Top>