The PostTrans Lookup XLA, enables a popup which allows the user to easily select Exchequer Enterprise codes. The PostTransLookup.xla must be installed on each computer to enable this functionality. It allows a user to enter a part of a stock code and search for code, similar to IRIS Enterprise.

** will allow for a search on any word in Lookup data, such as Customer Name or PostCode

"/" and "\" will allow additional search fields. See below:

Very Important: The lookup functionality will only work on Transaction based spreadsheets if cell A1="TransLookup"

Prefixing this with "**" will make all searches a Word search for extra usability

For example, to post Exchequer Enterprise Timesheet:

Lookup IRIS Enterprise date

To use this lookup functionality, each PostTrans template must include a sheet called "EXCH Lookups". This contains all the commonly used codes in Exchequer Enterprise, an thus helps a remote user populate a PostTrans sheet with correct Account, Stock, GL, Job, Job Analysis, TimeRates, etc.

This spreadsheet is populated by selecting it and then press [Update Lookups] button on the PostTrans toolbar.

Lookup IRIS Excehquer Enterprise data

Unused data, to keep file sizes to a minimum, can be suppressed by selecting "no" in row 3.

Installing the PostTransLookup.xla

Simply install in a similar fashion to PostTrans or Exchequer OLE. This add-in does NOT require Exchequer to be loaded on PC.

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Last modified: March 05, 2009