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Navigate

When you first sign in, the Navigation Pane is collapsed on the leftmost side of the page. Access the main pages of Lucernex using the navigation pane.

  1. Click three lines in the header bar

  2. Click the arrows in the menu to navigate to the module and page you want.

    The Navigation Pane, it displays a the modules available to you.

    • Click a module name to display the Details > Summary page of the last record you viewed in that module. The Details > Summary page contains high-level information about the entity.

    • Right-click a page name to open that page in a new tab.

    When you expand modules in the menu, the module's sub-modules display. Sub-modules break the module into themed categories. For example, lease abstract information is contained in the Abstract Info sub-module of the Contract module. When you click a sub-module in the menu, the Details page of that sub-module opens.

    If you expand the sub-modules in the menu, you can see the sections that belong to the sub-modules. Each sub-module has several sections. These sections are where you perform actions and store data relevant to your work flow.

    Once you have accessed the page you want to view, navigate through the module using the tabs at the top of the page.

    To access module sub-pages, select the page you want to the left of the Actions menu on the rightmost side of the screen.

  3. Navigate to a specific entity Modules have parent / child and sibling / sibling relationships contain records that are often referred to as entities. in the Portfolio Navigation menu:

    1. Click >> at the top of the Portfolio Navigation menu.

    2. Click the carets right caret in the menu to navigate to the entity you want.

By default, when you select top-level tabs in Lucernex, the system navigates you to the last entity you viewed in the module. If the Related Entity Navigation setting is enabled, the system prompts you to select from a list of entities related to your current entity when you navigate between modules. We recommenr using the Related Entity Navigation setting. Your system administrator can enable this setting on the Manage Company page.

ClosedActions Menu

The collapsible Actions menu that appears on the right side of most pages contains buttons that trigger most or all of the actions you can take on that page. To resize the Actions menu, click and drag the edge of the menu. To collapse or reopen the menu, click Arrow in the upper-right corner.

ClosedColumn Filtering

You can filter the data that appears in most tables in Lucernex. When you hover your cursor over a column header in the table, a down arrow appears.

The user is hovering their cursor over the Begin Date column, and a down arrow has appeared on the column header.

When you click the down arrow, a menu opens. In addition to sort options and the ability to show or hide columns in the table, there is a Filters menu. The Filters menu contains different filtering options depending on the type of data contained in the column.

In the screen shot below, the Begin Date column is being filtered to display dates before a date picked from a date picker.

The user has clicked the down arrow on the Begin Date column, selected Filters, selected the Before filter, and is about to select January 4, 2021 from the Date Picker.

Columns which have been filtered will have a gray header. In the screen shot below, a filter has been applied to the Begin Date column.

The Begin Date column header is a light gray color, indicating a filter has been applied.

ClosedConfigured Page Indicator

Occasionally, customers will encounter issues that are a result of a customized page layout. To make it easier to troubleshoot these issues, an indicator appears on the right side of the footer if you are viewing a customized page layout. For other customizable parts of Lucernex such as the Setup Wizards and the Approve Payments window, the indicator appears in the bottom-right corner of the window.

The icon used for the indicator is a white C in a dark gray circle. If you hover your cursor over the indicator, the message, “This page has been configured” appears.

A screen shot of the footer of a page. The custom page indicator is boxed in orange, making it more visible.

ClosedDate Format and Behavior

Lucernex automatically recognizes dates that you enter numerical format. Configure date format and behavior on the My Options page.

  • For example, if your system is configured to use the US MMDDYY format, January 1, 2018, enter 010118. For December 31, 2018, enter 123118.

  • Or, if your system is configured to use the international DDMMYY format, January 1, 2018, enter 010118. For December 31, 2018, enter 311218.

Dates auto-populate like this two-digit years:

  • 00 to 89: Populates as 21st century 2000 to 2089

  • 90 to 99: Populates as 20th century 1990 to 1999

ClosedEllipses Button

If you have a number of options available to you—so many that they do not fit in a field—you can click A small gray button with an ellipses on it. to open a window. All available options will be available in this window. You can then use the Table Search functionality to search for the appropriate option. When you find the option you are looking for, click the item to select it.

ClosedFiscal Calendars

The fiscal calendar you use can have an impact on your lease accounting. Review Fiscal Calendars procedures to learn how to configure your fiscal calendar.

You can also configure specific payments to occur according to English / Scottish Quarters.

ClosedMagnifying Glass Button

Occasionally, you may see a magnifying glass A small gray button with a magnifying glass on it. next to a field.

  • For drop-down menus, if you select an item from the field and then click the magnifying glass button, a window will open with more information about the item you selected.

  • For a field, if you click the magnifying glass, a window opens that contains a list of records related to that field.

ClosedSystem Close Button

When working in a window, make sure to use the system-provided Close. This will ensure that any changes that you enter are saved.

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