Use the General Tab to define employee types and sort order. This tab displays only if you use the Multicompany feature.
Contents
| Field | Description |
|---|
| Drop-down
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Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
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| Type
|
Enter a code by which to identify this employee type throughout Vision.
|
| Description
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Enter a description for this employee type. This description displays in place of the employee type code in all lookup lists and on reports.
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| Sort Order
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Enter the sort order for this employee type when it displays on invoices. For example, if you choose to sort on employee type and want principals to display before employees, enter 1 as the sort order for principals and 2 as the sort order for employees.
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