The user interface has been designed to make data entry as easy as possible, and to reduce errors in transposition.
Fields shaded in grey are system-generated and are blocked to data entry by users.
The system will remember recent values entered and will display these for optional selection when you click on a field to save you typing. If none of the recent values are appropriate, simply type a new value.
Mclowd provides a pop-up calendar on all date fields.
Entering Monetary Values
When entering monetary values, do not type the dollar sign and do not type commas. Type the number only.
When entering whole dollar amounts, there is no need to type the decimal point and zeroes.
Type the number, including decimal points if relevant. There is no need to type the percent sign. If you do so, Mclowd™ will remove it.
Entering Names and Descriptions
When typing names and descriptions, most characters are permitted. It is good practice to use names and descriptions that will be easily recognised later and that your accountant or auditor will readily recognise and understand. Mclowd™ offers generous space for detailed
Changing a Value
After a value has been entered, a small cross displays at the right of the field. Clicking the cross will clear the value from that field and allow re-entry.
Editing Saved Data Records
To ensure integrity, most transactions records are protected from editing once saved. However, when transaction records are displayed, a REVERSE button will allow you to delete the transaction. It can then be re-entered. In accordance with accounting convention, reversed transactions appear in reports as the opposite of the originally entered transaction.
When generating reports, you can usually select whether to include or exclude reversed transactions.
When viewing data, underlining indicates that more detail is available via a link. By clicking on underlined data in a field, you can access further detail or the original transaction entry.
The simplest method of correcting an incorrect entry is to REVERSE it and re-enter correctly. (The Development Team are conscious of the need to improve on this level of editability, and it is part of current WIP priorities).
When viewing transactions, a REVERSE button appears at bottom left. Selecting this will reverse the original transaction.
Although both the transaction and the reversal will be visible in some reports, the reversed transaction has no effect on the balance.
It is also possible to make limited changes to transaction detail for some types of transaction.
If an UPDATE button displays at bottom left when you are viewing a transaction, you are able to make changes to the entry and press UPDATE to save the changes.