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https://help.myob.com/wiki/x/2sWyAQ
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A shortcut gives you a link to a ledger stored in another folder. This allows you to bring together into one place a series of ledgers from different areas. Shortcuts have these general features:
a shortcut inherits security settings and properties from the destination item
any number of shortcuts can point to the same destination item
To create a shortcut:
Open the Folder in which you want to create the shortcut.
Click File > New > Shortcut to open the Select folder window.
Select the folder and item which you want to access with a shortcut.
- The
If required, alter the Use origin masters option by selecting this checkbox.
- window opens. The window is pre-filled with the item details you selected.
- The
- applies to ledgers, and when set (default), directs the system to look for
- according to the Masters setting for the destination folder. Master files are Program and data files external to the application. For example, MAS master chart of accounts and master Freeform.
- If cleared, it indicates that the system should assume master file location according to the Masters setting for the folder in which the shortcut resides. Effectively it allows the master file location to be overridden.
If required, alter the Inherit name option.
- It is rare to make use of this facility. One example is where a user may wish to create/edit new master Freeform or Letters while using a normal client ledger for testing, but not using the standard practice master files.
- When set (default) the system will inherit the name property from the destination item.
- If this is cleared, the name becomes a property of the shortcut and ceases to track the destination item name. Effectively, it allows an alias name to be used.
- This may indicate some specific property of the shortcut (for example, ABC Manufacturing – Draft Reports). Another use is to force a specific ordering of items in a folder where contents are sorted by name.
When you have completed creating the shortcut, click OK.
The folder listing is updated with new shortcut properties automatically.
Back to Items and Shortcuts on the Controls Tab
Accountants Enterprise only
Depending on your security level you are able to edit details associated with each ledger you are viewing.
To edit item properties:
From the folder listing, select the required item.
Right click on the item and click Properties or click [Ctrl+Tab].
The Item properties window opens.
The Item properties are presented on five tabs:
the General tab identifies the Client, Type, Generation, Name and Location (of the data files). The generation number increments with each backup. To edit the Name click [F2].
The Options tab shows the default page setup.
A page setup selected here overrides both the users’ default page setup or any page setup defined in the application template by the system administrator.
The Controls tab indicates the Availability of the item. If Single user or Exported is selected then the User and WkStn fields display the details.
The Users tab displays the current sessions using this item.
The MLS tab displays the MLS controls for the item. To edit these details or add to the list, click [F2].
Back to Items and Shortcuts on the Controls Tab
How to View Shortcut Properties
Accountants Enterprise only
You are able to view and, depending on your security level, edit details associated with each shortcut.
To view shortcut properties:
From the Folder listing, highlight the required shortcut.
Right click on the shortcut and click Properties to open the Shortcut properties window.
This table outlines the fields available in this window.
Field | Description |
|---|---|
General tab | |
Client | Displays the Reference ID for the selected shortcut. |
Type | Displays the application type for the selected shortcut. |
Generation | The system maintains a generation number for each application ledger known to the system. This number increments after each backup. |
Name | Displays the name of the selected shortcut. |
Folder | Displays the folder of the item to which this is a shortcut. |
Ledger | Displays the ledger's name to which this is a shortcut. |
Use origin masters | The Use origin masters option applies to ledgers. When a value is set (default), it indicates to the system that the master files are located according to the Masters setting for the destination folder. If no value is set, it indicates that the master files are located according to the Masters setting for the folder in which the shortcut resides. Effectively this overrides the master file location. It should be rare to make use of this facility. One example would be where a user wishes to create or edit new Master Freeform or Letters while using a normal client ledger for testing, but not using the standard practice master files. |
Inherit name | When a value is set (default) it indicates that the system should inherit the name property from the destination item, and to operate as per general features listed above. When no value is set, the name becomes a property of the shortcut and ceases to track the destination item name. Effectively, this allows an alias name to be used. This may indicate some specific property of the shortcut (for example, ABC Manufacturing – Draft Reports). Another use is to force a specific ordering of items in a folder where contents are sorted by name. |
Properties button | This button presents the original item’s properties. |
Options tab | |
Page Setup | Displays the default page setup for this shortcut. Note that a page setup selected here overrides both the page setup the defined as the user's default or defined in the application template by the system administrator. |
Command | Use this option under the guidance of MYOB Support. |
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