Navigator Queries

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Overview

This is an extremely powerful search (navigation) function. It affects the most commonly used screens and makes finding transactions and/or records much easier. The selections available in the InFocus Navigator are driven by data queries. Each of these system queries can be edited as needed. Additionally, custom queries can be written to be utilized by the Navigator.

 

*Keystroke Note: Utilize the InFocus Navigator by clicking Ctrl + Tab and selecting Navigator in the Tools section of the pop up.

 

 

Field Description

Queries Drop-down - When you click on the drop-down, a list of both system and custom queries to select show up here.  The queries in the list are specific to the applet that you are currently in (Fig. 1 is currently in the Projects applet).

 

Query Return Window - The window displays the results of the query selected in the Drop-down.

 

Queue Window - This window displays all items selected from the Query Return Window.  To get items to display here, Left-click and highlight the items.  Next, click the Add To Queue button.  Once items are here, you are able to move through them using the arrows at the bottom of the window.

 

Note - You are able to export the queries to Excel for personal use.

 

Queries

Chart Of Accounts

•Active By Code
•Active By Cost Type
•Active By Financial Type
•Active By FS Group
•Active By Metric Type
•Active By Name
•Active By Org Unit
•Active By PM Type
•Active By Revenue Type
•Active Others
•By Code
•By Name
•By Register Type
•By Subledger
•Inactive By Code
•Inactive By Financial Type
•Inactive By FS Group
•Inactive By Name
•Inactive Others

 

Clients

•Active By Code
•Active By Name
•Active By Specialty
•Active By type
•By Code
•By Main Contact
•By Marketing Contact
•By Name
•By Sales Contact
•Inactive By Code
•Inactive By Name
•Inactive By Specialty
•Inactive By Type
•Open A/R
•Warnings

 

Disbursement Journal

•Book Marks
•By Bank Account, Check No
•By Payee
•By Payee Last 2 Weeks
•By Payee Last 6 Periods
•By Project
•By Project Last 2 Weeks
•By Project Last 6 Periods
•By Sales Invoice
•Cleared By Bank Rec Date
•Cleared By Check Number
•Error Suspense
•Last 2 Weeks
•Last 6 Periods
•This Period
•Unbilled By Payee, Check Number
•Unbilled By Payee, Project
•Unbilled By Project, Payee
•Uncleared By Check Number
•Zero Dollar Checks

 

Employee Reimbursables

•Book Marks
•By Employee
•By Employee Last 2 Weeks
•By Employee Last 6 Periods
•By Project
•By Project Last 2 Weeks
•By Project Last 6 Periods
•By Sales Invoice
•Emp Reim Open By Invoice Date
•Error Suspense
•Last 2 Weeks
•Last 6 Periods
•Open By Employee
•This Period
•Unbilled By Employee, Invoice Date
•Unbilled By Employee, Project
•Unbilled By Project, Employee

 

Employees

•Active By Code
•Active By Dashboard Group
•Active By Job Title
•Active By Job Type
•Active By Manager
•Active By Name
•Active By Org Unit
•Active By Payroll Group
•Active By Timesheet Group
•Birthdays
•By Anniversary Month
•By Code
•By Name
•Inactive By Code
•Inactive By Job Type
•Inactive By Manager
•Inactive By Name
•Inactive By Org Unit
•Last Review
•Open E/R

 

Expense Sheets

•My Expensesheets By Check No.
•My Expensesheets By Date
•My Expensesheets By Project Code
•My Expensesheets By Project Name
•My Unpaid Expensesheets
•Open By Approver
•Open By Date
•Open By Employee
•Unapproved  Where I Am The Alt Approver
•Unapproved  Where I Am The Approver
•Unpaid By Employee

 

General Journal

•Bank Adjustments
•Book Marks
•By Period
•Credit Card Cash Basis
•End of Year Closings
•Error Suspense
•Invalid Bank Transfers
•Labor Distributions
•Last 2 Weeks
•Last 6 Periods
•Rev Rec/Profit Sharing
•This Period

 

Project Central

•Active Projects
•Active Rollup Projects
•All Billable Projects
•By Client
•By Contract Type
•By Market
•By Org Unit
•By Principal
•By Project Accountant
•By Project Manager
•By Rate Schedule
•By Report Type
•Consultant charged in last 5 days
•Dormant Projects
•Inactive Opportunities
•Inactive Projects
•Labor charged in last 5 days
•Open A/R
•Opportunities
•Opportunities By Stage
•Overbudget Projects
•Overdue by 45 Days or More
•Plan Templates
•Project Plans
•Projects Active This Year
•Projects with Backlog
•Projects with WIP
•Scheduled in next 5 days
•Unapproved Change Orders
•Unapproved Expense Sheets
•Unapproved Time

 

Project Planning

•Active By Billing Group
•Active By Client
•Active By Code
•Active By Contract Type
•Active By Expense Group
•Active By Invoice Design
•Active By Invoice Group
•Active By Market
•Active By Name
•Active By Org Unit
•Active By PIC
•Active By Prj Acct
•Active By Prj Mgr
•Active By Rate Schdule
•Active By Report Type
•Active Fixed Fee Projects
•Active Indirect
•Active Opportunities By Code
•Active Opportunities By Name
•Active Plans
•Active Projects With WIP
•Active With No Bill Rate Schedule
•By Code
•By Name
•Inactive  By Prj Mgr
•Inactive By Client
•Inactive By Code
•Inactive By Contract Type
•Inactive By Market
•Inactive By Name
•Inactive By Org Unit
•Inactive By PIC
•Inactive By Prj Acct
•Inactive By Report type
•Inactive Indirect
•Inactive Opportunities By Code
•Inactive Opportunities By Name
•Inactive Plans
•My Active Projects
•My Inactive Projects
•Open A/R
•Plan Templates
•Scheduled in next 5 days
•Unapproved Change Orders
•Unapproved Time

 

Projects

•Active By Billing Group
•Active By Client
•Active By Code
•Active By Contract Type
•Active By Expense Group
•Active By Invoice Design
•Active By Invoice Group
•Active By Market
•Active By Name
•Active By Org Unit
•Active By PIC
•Active By Prj Acct
•Active By Prj Mgr
•Active By Rate Schdule
•Active By Report Type
•Active Fixed Fee Projects
•Active Indirect
•Active Opportunities By Code
•Active Opportunities By Name
•Active Plans
•Active Projects With WIP
•Active With No Bill Rate Schedule
•By Code
•By Name
•Inactive  By Prj Mgr
•Inactive By Client
•Inactive By Code
•Inactive By Contract Type
•Inactive By Market
•Inactive By Name
•Inactive By Org Unit
•Inactive By PIC
•Inactive By Prj Acct
•Inactive By Report type
•Inactive Indirect
•Inactive Opportunities By Code
•Inactive Opportunities By Name
•Inactive Plans
•My Active Projects
•My Inactive Projects
•Open A/R
•Projects Active This Year
•Unapproved Change Orders
•Unapproved Time

 

Purchase Journal

•Book Marks
•By Project
•By Project Last 2 Week
•By Project Last 6 Periods
•By Sales Invoice
•By Vendor
•By Vendor Last 2 Weeks
•By Vendor Last 6 Periods
•Error Suspense
•Last 2 Weeks
•Last 6 Periods
•Open By Due Date
•Open By Vendor
•This Period
•Unbilled By Project, Vendor
•Unbilled By Vendor, Invoice
•Unbilled By Vendor, Project

 

Receipt Journal

•Book Marks
•By Bank Account, Deposit Date
•By Payer
•By Payer Last 2 Weeks
•By Payer Last 6 Periods
•By Project
•By Project Last 2 Weeks
•By Project last 6 Weeks
•Cleared By Bank Rec Date
•Cleared By Deposit Date
•Error Suspense
•Last 2 Weeks
•Last 6 Periods
•This Period
•Uncleared By Check Date

 

Sales Journal

•Book Marks
•By Client
•By Client Last 2 Weeks
•By Client Last 6 Periods
•By Project
•By Project Last 2 Weeks
•By Project Last 6 Periods
•Credit Memos
•Error Suspense
•Last 2 Weeks
•Last 6 Periods
•Open By Clients
•Open By Due Date
•This Invoicing Period
•This Period
•Zero Dollar Invoices

 

Time Sheet

•My Timesheets By P/E Date
•My Timesheets By Project Code
•My Timesheets By Project Name
•Open By Approver
•Open By Employee
•Open By P/E Date
•Unapproved Where I Am The Alt Approver
•Unapproved Where I Am The Approver

 

Timesheet Adjustments

•By Employee
•By Employee Last 12 Weeks
•By P/E Date
•By P/E Date Last 12 Weeks
•By Project, Employee
•By Project, P/E Date
•By Sales Invoice
•Unbilled By Project, Employee
•Unbilled By Project, P/E Date
•Unprocessed Time

 

Vendors

•Active By 1099 Type
•Active By Code
•Active By Name
•Active By Type
•By Code
•By Name
•Inactive By 1099 Type
•Inactive By Code
•Inactive By Name
•Inactive By Type
•Open A/P