🧾 Data Windows and Their Display
All accounting documents (e.g., invoices, cash receipts, bank statements), as well as records in code lists (e.g., cost centers, projects) are stored in databases and loaded into data windows for further processing and viewing.
⚙️ Data Window Settings
Users can customize:
Window size – by dragging the window edge with the mouse
Window position – by grabbing and moving it
When closed, the size and position are saved to the user's personal settings and automatically applied the next time the window is opened.
🪟 Display Modes
📊 Table view – displays multiple records at once, ideal for overviews and filtering
📋 Form view – focused on a single specific document or record
📊 Table View
The table view provides a summary overview of multiple records with selection capabilities.
Each:
row = one record
column = an individual data field (e.g., date, amount, document number)
🟩 Column names appear in the table header.
🟦 The first column often contains a checkbox for bulk selection of documents (e.g., for totaling or printing).
🖱️ Selecting Records
Click to select individually
Hold Shift to select multiple rows
Use the checkbox in the column header to "Select all / Deselect all"
📁 Column Selection
If you need to display an additional column that is not shown by default in the table view, or hide an existing one, right-click on the table header and choose "Column Selection".
Method 1 – Using the right mouse button
Right-click on the table header
Select "Column Selection"
In the dialog that appears:
Move items between the Visible / Hidden fields sections
Use the up/down arrows to adjust the order
💡 The order of columns in the list corresponds to their display order in the table.
Method 2 – Dragging with the mouse
Click and drag a column to a new position
Position your cursor between columns → drag to change the column width
💾 After closing the table, Flexi remembers the configuration changes for that user.
👤 Settings for All Users
A user with access rights of Administrator / Super User can save settings for all users:
Right-click on the table header
Select "Save settings as default"
In the dialog, confirm:
✅ "Clear existing settings for all users"
or save only for users who have not saved any custom settings of their own
🔍 Filter Bar
The filter bar is used to narrow down the selection of records in a list. Whatever settings you choose will also be applied the next time that list is opened.
Each table has its own filter bars, which work in a similar way. The following are just the most commonly used ones, shown here as practical examples.
🧭 Filter | 📝 Description |
Year | Select the current year or choose "Year unrestricted" to display all documents. |
Month | Select a period (current month, last 7 days, quarter, etc.). |
VAT Period | Filter by the date of taxable supply. |
User | Display documents created by a specific user. |
Document Type | Filter by document type (e.g., invoices, receivables, internal documents). |
Cash Register / Account / Warehouse | Filter by a specific cash register, bank account, or warehouse. |
Payment Status | Filter documents by status: paid, partially paid, or unpaid. |
Movement Type | Select movement type: receipt / disbursement. |
Status | Used for business documents – e.g., prepared, approved, completed, cancelled. |
📋 Form View
The form view displays the details of a single document.
It is used for entering, editing, or reviewing data.
🧾 All forms (invoices, receivables, cash or warehouse documents) share a similar structure.
📚 A detailed description can be found in the Documents and Code Lists chapters.
Form view
🖱️ Activating Windows
🔸 With the mouse
By clicking in the side navigation
By clicking on the Dashboard tab
By clicking in the menu
Using the New / Edit / Copy button
By double-clicking a row in the table
🔸 With the right mouse button
Open → opens the table in a new tab
Open in new window → displays the table in a separate window
✏️ Entering Values into Fields
If there is a 🔍 button after the field (lookup list):
A list opens → select a value → confirm
You can type manually or use the autocomplete feature
Press F2 to open a table for selecting or adding a new value
If there is a ⏷ button after the field (drop-down list):
Open the drop-down list → select a value
Or type the first few characters (autocomplete is supported)
Press F2 to open a table with the option to add a new entry