Apply a Credit

Once a Credit has been added in the Setup screen it can be applied or unapplied to your budget as needed.

Get to the Credits Setup screen by RIGHT-CLICKING a row in the Topsheet and selecting Apply/Create a Credit, clicking Cr (credits) in the top navigation bar, or using the CTRL + \ or CMD + \ hot key.

Applying a Credit

• In the Credit Setup screen...
• Select the credit you want to Apply
• Click the APPLY CREDIT button

The Credit will now appear in the Topsheet below your Grand Total. Your budget will be recalculated automatically and a Net Total displayed at the bottom.

Un-Applying a Credit

• In the Credit Setup screen...
• Select the credit you want to un-apply
• Click the UN-APPLY CREDIT button

The credit will be removed from the Topsheet. Your budget will be recalculated automatically.

Hiding Credits & Net Totals

If you want to keep all of your Credits and the final Net Total accurate in your budget, but temporarily hide them (perhaps for a specific Report), you can RIGHT-CLICK any row in the Topsheet and select Hide Net Total.

To reveal those lines again RIGHT-CLICK any row in the Topsheet and select Show Net Total.