Using the side panel on a Generic Inquiry in MYOB Advanced
Helping Users with MYOB Advanced features
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Here's a step-by-step guide on how to use side panel for Generic Inquiry to show the current balance of employee entitlements in MYOB Advanced:
- Open the Employee list and then the Generic Inquiry. This will open the correct Generic Inquiry for the side panel
- Select the Navigation Tab
- Add a Screen for the side panel and link it to a report that you have developed and saved to the menu
- Add the screen by selecting the + from the Site Map Screen
- Select Windows Mode Side Panel and then fill in the Navigation Parameters
- Expand the side panel when you select the employee list and see all details.
Keep scrolling for more detailed steps with screenshots.
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What is Generic Inquiry in MYOB Advanced?
Before we get into the how and why of things, let's quickly recap what is Generic Inquiry in MYOB Advanced. Generic Inquiry is an easy way to get to your data and manipulate it to view information you are looking for. It can be sorted, filtered and saved for future use and it can also be exported to excel.
Now that we have this covered, lets jump into the tip of the month.
Prerequisites
To be able to make the following changes, you must have the correct security roles assigned to you, have an understanding of Generic Inquiry and have access to payroll module.
Process of using side panel for Generic Inquiry to show the current balance of employee entitlements in MYOB Advanced
Step-by-Step Guide
There are a number of times when using a Generic Inquiry you would like to see additional details, this is when a Side Panel on a Generic Inquiry is required. In this tip I am going to use this to show the current balance of employee Entitlements.
Step 1
Open up the Employees List and then open the Generic Inquiry
Step 2
This will open up the correct Generic Inquiry for the Side Panel to be added into the list screen
Step 3
Select the Navigation Tab, as we need to populate this
Step 4
We can now add in a Screen for the Side Panel this will then link to a report that you have developed and saved to the menu.
Step 5
You will need to add the screen by selecting the + and select this from the Site Map screen.
Step 6
You will then need to select the Window Mode Side Panel Then fill in the Navigation Parameters
Step 7
When you select the Employee list you will see the option to expand the Side Panel Now you can see the details in the system
Step 8
Once this option is selected you will see the below
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