However, the article got already too long after finishing description of financial statements. However, when writing this article, I realized that it’s just not possible to explain, e.g., financial statements functionality, without implementing general ledger first.Īt first, I also planned to cover more functionality in this article, like person profile, costs centre and company’s profile. This article will be dedicated to the accounting infrastructure design: general ledger, chart of accounts, (source) documents and financial statements structure.Īt first, I thought of designing database schema (tables, entities) in the order of the table dependency. We also set up the infrastructure for extensibility and basic lookup codes. In the previous article, we discussed general financial accounting application database design concepts and defined a very basic roadmap for the whole database like: defining the business domain, basic requirements to be met, primary key usage policy, naming conventions. Download database create script for MySQL.On the Design tab, in the Tools group, click Add Existing Fields.ĭrag the field you want from the Field List to the form or report. Right-click the form or report in the Navigation Pane and then click Layout View. Once a field has been added to a table, you can then add it to a form or report. The first time you enter data in the column, Access sets the data type for you. Double-click the column heading, and type in the field name. Scroll to the right until you see the column named Add New Field. In the Navigation Pane, double-click the Students table. You can customize the Students database by adding a new field to the Students table, and then adding that field to the Student List form, the Student Details form, and the All Students report. For more information, see the article Create a simple report. In the Navigation Pane, under Reports, double-click the report you want to display. The Students database includes several reports, including All Students, Allergies and Medications, Emergency Contact Information, Guardian Information, and more. On the Student Details form, if you have entered a street address for the student, you can display a map of that location: In the Select Names to Add dialog box, select the names that you want to add to the database. On the Student List form, click Add From Outlook. If you use Microsoft Outlook, you can add students from that program without having to re-type the information. Note: You can attach multiple files for each item, including different file types such as documents or spreadsheets. Select the file you want to add, and then click Open. In the Choose File dialog box, browse to the folder that contains the file. In the Attachments dialog box, click Add. Under the picture frame, click Edit Picture. On the Student Details form, you can add pictures and other attachments. On the Student List form, click Open next to the item that you want to see. The Student Details form lets you view and enter more information about a student, including pictures, guardians, emergency information, and attendance. In the Unhide Columns dialog box, select the check box beside each column that you want to show. On the Student List form, some fields (columns) are hidden by default. Use the Filter Favorites box to apply a saved filter, or click (Clear Filter) to remove the filter. On the Filter Details form, enter a filter name and description, and then click Close. On the Student List form, you can filter the list of students, and save your favorite filters for future use.Īpply filters by right-clicking the form and selecting the filters you want. To return to the full list, click Clear the current search. Type the text you want to search for in the Quick Search box, and then press ENTER.Īccess filters the list to show only those records that contain the text you searched for. The Quick Search box lets you quickly find an student on the Student List form. To make sure all the database content is enabled, in the Message Bar, click Enable this content.įor more information about enabling database content, see the article Decide whether to trust a database. To prevent this form from displaying the next time you open the database, clear the Show Welcome when this database is opened check box.Ĭlose the Welcome form to begin using the database. When you first open the database, Access displays the Welcome form. In this article, we cover the basic steps of using the Students database template. If the steps below don't match what you're seeing, you're probably using an older version of the template. These instructions refer to the latest version of the template available for download. Note: The Students database template has been updated over the last few years.
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