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.

Credits Tab in the Apply Tools Pane

The Cr tab in the Apply Tools pane (after Fr) lets you apply credits directly from the Topsheet without opening the Credit Setup screen each time.

To apply a credit from the Topsheet:

• Open the Cr tab in the Apply Tools pane
• Highlight one or more rows in the Topsheet
• Apply the credit you want from the Cr tab
  • Highlighting category rows creates a category-type association
  • Highlighting account rows creates an account-type association
• Credit totals update immediately in the Topsheet and the Apply Tools pane

To remove a credit, select it in the Cr tab and unapply it. You can also use the existing right-click Apply/Create a Credit flow on the Topsheet row to manage individual credit applications.

Credit Summary Columns

Click the menu button (three vertical dots) at the right of the Cr table header to show or hide these summary columns:

Column	Shows
Gross Total	The total of all rows in the underlying credit before fringes are excluded
Excl Fr Total	The total excluded by Excluded Fringes (see Credits Setup)
Net Total	Gross Total minus Excl Fr Total
Credit Amt	The credit value applied to the budget after caps and discounts

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.