Calendars

💡These articles explain how to set up Calendar Types and use calendars, including calendar events linked to transactions.

Articles

  • Calendar Tutorials: Shows how to adjust a calendar's display, create recurring and custom events, edit events and allocate unallocated events.
  • Calendar Type Tutorials: Shows how to create, edit and delete Calendar Types and set or copy their user access.
  • Calendar Types Edit View: Describes the buttons, header fields and Settings tab used to configure a Calendar Type.
  • Calendar Types List View: Describes the buttons and fields of the list of Calendar Types.
  • Calendar Types Settings: Lists the Calendar Type settings, such as resources and events, and why Calendar Types need Menu Groups.
  • Calendars and Transactions: Shows how to set up Transaction Types for calendars, show transaction items on a calendar and open it from a transaction.
  • Calendars Interface: Describes the calendar's buttons, filters, resources and events, and how orphan events are removed.

Report an issue with this page

For more useful feedback, select the text on the page you are reporting on, then click Feedback again — or continue without selecting anything.