The View Options window can be accessed by clicking the button in the Entry List of a data entry window (i.e., Fee, Cost, Payment and Client Funds). This window allows you to configure the information displayed in the list. The options selected are saved for each user.

The following information is displayed in the View Options window:

Filter The Filter section allows you to specify which records you want displayed in the list.
 
Client ID Select this option to display all records for the Client ID specified in the Client ID field of the data entry window.
 
Transaction Date Select this option to display all records for a specific date. By default, each time the data entry window is accessed, all records whose transaction date matches the current system date will be displayed in the list. However, you can quickly change the date used to filter the records by clicking the button in the upper right corner of the list and selecting a date from the Calendar. Each time a record is saved or retrieved, the list is updated based on the record's transaction date.
 
Entry Date Select this option to display all records for a specific entry date. The entry date is automatically assigned when a record is saved. By default, each time the data entry window is accessed, all records whose Date Entered field matches the current system date will be displayed in the list. However, you can quickly change the date used to filter the records by clicking the button in the upper right corner of the list and selecting a date from the Calendar. Each time a record is saved or retrieved, the list is updated based on the record's entry date.
Include The Include section allows you to further filter records that will be displayed in the list:
 
Timekeeper

The Timekeeper fields are only available in the Fee and Cost View Options windows.

These fields allows you to further filter the records displayed in the list by specifying a range of timekeepers. All records assigned to the timekeepers specified that meet the filter criteria (i.e., Client ID, Transaction Date, or Entry Date, and User ID range) will be displayed in the list.

Enter the range of timekeepers you want to be included in the list. Clicking the drop-down arrow next to the fields displays a Timekeeper Lookup window that allows you to view a list of timekeepers and select any timekeeper by double-clicking it.
 
User ID

This field allows you to further filter the records displayed in the list by specifying a range of User IDs. All records assigned to the users specified that meet the filter criteria (i.e., Client ID, Transaction Date, or Entry Date, and Timekeeper range) will be displayed in the list.

Enter the range of users you want to be included in the list. Clicking the drop-down arrow next to the fields displays a User Lookup window that allows you to view a list of users and select any user by double-clicking it.
 
Include Archive Records

This field allows you to include archive records that meet the filter criteria (i.e., Client ID, Transaction Date or Entry Date, and Timekeeper and User ID range).

Select this check box if you want to include Archive records in the list. (Note: Archive records displayed in the list cannot be edited.)

Clear this check box to prevent Archive records from being displayed in the list.
List Location The List Location section allows you to configure how the list appears in the data entry window.
 
Right

Select this option to display the list on the right side of the data entry window.

When displayed to the right, rows are optimized for legibility. This option is recommended for users with wide-screen monitors.

When this option is selected, the entry list can be hidden by moving the mouse pointer over the left edge of the list. When the pointer changes to , click and drag the edge of the list to the right of the window. If the list is hidden by resizing it, you can click the button on the toolbar to display it again.
 
Bottom

Select this option to display the list at the bottom of the data entry window.

When displayed at the bottom, the spacing between rows is removed to maximize the number of records shown. This option is recommended for users with limited horizontal space.

When this option is selected, the entry list can be hidden by moving the mouse pointer over the top edge of the list. When the pointer changes to , click and drag the top of the list to the bottom of the window. If the list is hidden by resizing it, you can click the button on the toolbar to display it again.
  Changing the List Location option requires closing and reopening the data entry window for the new setting to take effect.

The OK button closes the View Options window and displays the corresponding records in the list.

The Cancel button closes the View Options window without changing the information displayed in the list.