Software Version: 2021.xx.xx and newer
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| Toolbar Icons | Description |
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| Excel | Export the contents of the list view to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view only the filtered contents will be exported. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| Grid Layout | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
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| Help | Opens the online WIKI help page for the current page.
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| Process Settlements to | Displays a drop down menu of options including:
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| Fields | Description |
| Activity | Displays a hyperlink, which opens a Broker Activity list view. |
| Broker Balance | Displays the current open Broker Balance in the broker currency. |
| Broker Currency ID | Displays the ID of the currency assigned to the Settle to Entity. Database Fields: MFCurrency.CurrencyID, ERPx_APVendor.CurrencySK |
| Company Balance | Displays the current open Broker Balance in the company currency. |
| Settle As | Displays the settlement method AP Invoice or AR Credit as defined on the sales program record. Database Field: ERPx_SPProgramSettlementHeader.SettlementMethodName |
| Settle To ID | Displays the customer/vendor ID of the Sales Program. Database Field: ERPx_SPProgramSettlementHeader.SettleToEntityID |
| Settle To Name | Displays the customer/vendor name assigned to the Sales Program. Database Field: ERPx_SPProgramSettlementHeader.SettleToEntityName |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.