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Main Area

The main area displays the record you are viewing in the module, sub module, page, or sub page. Options and indications appear in the main area depending on the page or content you are viewing.

Select actions to take on the page in the Actions menu on the rightmost side of the page. Select and drag the edge of the menu to resize it. Select >> or << the upper-right corner to expand or collapse the menu.

Tables

Lucernex pages display data in tables. Filter, sort, and hide columns in a table. Hover over a column header and select the down arrow to display available options.

  • Sort Ascending / Sort Descending: Select to sort the table in ascending or descending order based on the column.

    hat appears to view filter the table based on a value in that column.

  • Columns: Select to list the columns in the table and then select or clear each column depending on whether you want to show or hide it.

  • Filters: Filter data in the table based on the column. Different filter options appear depending on the type of data in the column. For example, on date columns On, Before, and After options appear with a date picker. When you filter a table based on a column, that column heading is shaded gray.

Configured pages

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.

Dates and calendars

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.

The fiscal calendar you use has an impact on your lease accounting. Review Fiscal Calendars procedures to configure your fiscal calendar.

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

Field options

A down arrow next to a field indicates that you can select a value.

An ellipsis (A small gray button with an ellipses on it.) Indicates that a number of options are available. Select the ellipsis (A small gray button with an ellipses on it.) to open a window with the available options where you can search for the option you want and select it.

A magnifying glass A small gray button with a magnifying glass on it. next to a field indicates that more information is available.

  • In drop-down menus, to open a window with more information about the item, select the item and then select the magnifying glass.

  • In fields, select the magnifying glass to open a window that contains a list of records related to that field.