Accounting › More
Reachable by link
These screens carry no tile on the module page. They are reached from the record they belong to, from a saved view, or by their address — and they behave like any other list once open.
In Accounting → More · 3 screens
WorkspaceSet a Connection Up by HandFor a corporate file exchange, where there is no sign-in and the endpoint, the directories and the credentials really are typed. Seven steps, each narrowed by the last, asking only what this bank and this channel need.OpenRecordsJurisdiction ZonesWhere a jurisdiction applies, by address. The United States problem in one table: special districts do not follow postal boundaries, so a postcode is a hint and not an answer — the same postcode can carry two district rates on opposite sides of a street.OpenViewTax Run StepsEvery step of every run, with who ran it, what it found and who approved it. The wizard is the way to work these; this is for searching across periods.Open
Columns, fields and actions
| Screen | Kind | What it is | Columns | Fields | Actions |
|---|---|---|---|---|---|
| Set a Connection Up by Hand | Workspace | For a corporate file exchange, where there is no sign-in and the endpoint, the directories and the credentials really are typed. Seven steps, each narrowed by the last, asking only what this bank and this channel need. | 0 | 0 | 0 |
| Jurisdiction Zones | List | Where a jurisdiction applies, by address. The United States problem in one table: special districts do not follow postal boundaries, so a postcode is a hint and not an answer — the same postcode can carry two district rates on opposite sides of a street. | 10 | 13 | 0 |
| Tax Run Steps | Read-only list | Every step of every run, with who ran it, what it found and who approved it. The wizard is the way to work these; this is for searching across periods. | 11 | 0 | 0 |