Table of Contents
Introduction
Who wants a platform that's difficult to understand and use? We don't, and surely you don't either.
That's why Indigo Business is designed to be user-friendly, with shared interactive elements across the platform, such as action buttons, drawers, functions, grids, filtering, and reporting functions.
The purpose of this article is to guide you through the various shared features within Indigo Business. These features ensure a seamless and consistent experience, making it easier for you to navigate and utilise the tools available.
Keep reading to become a pro. 👇
Grid Action Buttons
Many screens in Indigo Business display similar buttons, with minor variations depending on the module.
These buttons are usually located at the top left of the screen.
From left to right:
🔄 Refresh: refreshes the grid to show the most up-to-date values.
➕ Add: opens a side drawer to create a new record.
✏️ Edit: allows you to amend the selected record.
📚 Copy: quickly create records based on an existing one. The system copies the data from the existing record so you can make small changes as needed.
🗑️ Delete: deletion works unless the record is linked to another one in the system. E.g. you can't delete a nominal account if it has transactions posted to it.
🔗 Generate Link: generate a link for the selected record to share it with your colleagues.
📥 Import: import records in the grid.
📤 Export: export the records in the grid in .xlsx or .csv format. You can export:
All columns
Only visible columns
Download a blank import template
Reports button: allows you to see and run a list of reports related to the module you're in.
Grids and their Columns
In Indigo Business, data is typically displayed in grids, whether you're in a main screen or a report. Each grid has a default set of columns, but you can customise the displayed columns as needed.
Customising Columns
Click on the ⚙️ Choose column icon at the top-right of the grid.
Select which columns to display or hide.
Use the View All and Hide All buttons to tick or untick all the values in bulk.
Restore the default view with the Reset icon 🔄in the Choose column dropdown.
Drag and drop columns to reorder them.
📋 Note
If you clear your browser cache or open a private window, you'll loose your saved grid preferences.
Working with Grids
Grids behave consistently across most screens, so you can sort, search, and filter content in any column or grid in the same manner.
⬆️ ⬇️ Sorting
⬆️ ⬇️ Sorting
Any column can be sorted in Ascending ⬆️ or Descending ⬇️ order.
Hold Ctrl and click on multiple columns (via their header) to apply multi-sorting. Numbers in blue 🔵 indicate the sort order (1, 2, 3...).
Keep clicking on a multi-sorted column's header while pressing Ctrl to set the sort order.
Single-click any column header to cancel multi-sorting.
🔻 Filtering
🔻 Filtering
Column Filtering
Select the Show filter row button at the top-right of the grid to display a filter text box or dropdown per column, along with a filter icon.
Filter text box: lets you type a word to filter the column.
Filter dropdown: lets you filter the column by ticking values from a list.
Operators
Operators
Operators (such as Contains, Starts With, Ends With etc.) are used to define a condition. Essentially, the system will show the relevant records if the specified condition is met.
Operators | Description | Examples |
Equal To:
Not Equal To: | It determines whether a field meets the equality condition, and shows records if it does. It shows all records for which a field doesn't meet the equality condition. |
Example 1 Column Filter: Code Equal To 1 Result: The record having a Code equal to 1 will show in the grid.
Example 2 Column Filter: Code Not Equal To 1. Result: All records that do not have a Code of 1 will show in the grid.
|
Greater Than:
Less Than: | It shows all records where the value is greater than the one specified. It shows all records where a field's value is lower than the one you will insert in the expression. |
Example 1 Column Filter: Code Greater Than 1 Result: All the records whose Code is greater than 1 will show in the grid.
Example 2 Column Filter : Code Less Than 1 Result: All the records whose Code is less than 1 will show in the grid.
|
Contains: | It shows records whose specified fields contain a certain text, letters or number of your choice.
|
Example Column Filter: Code Contains 1 Result: All the records whose Code contains 1 will show in the grid (e.g. A01, 001, 8190, etc).
|
Starts With:
Ends With: | It shows records whose selected field starts with the defined text, letter, number or a combination of them.
|
Example 1 Column Filter: Code Starts With A00 Result: All the records whose Code starts with A00 will show in the grid (e.g. A009, A00C, etc).
Example 2 Column Filter: Code Ends With 1 Result: All the records whose Code ends with 1 will show in the grid.
|
Greater or equal:
Less or equal: | It shows all those records whose value is greater than or equal to the one you will insert in the text box. It shows all those records whose vale is lower than or equal to the one you will insert in the text box. |
Example 1 Column Filter: Code Greater or equal 40 Result: All the records whose Code is greater than or equal to 40 will show in the grid (e.g. 40, 90, 180 etc).
Example 2 Column Filter: Code Less or equal 40 Result: All the records whose Code is lower than or equal to 40 will show in the grid (e.g. 40, 15, 3 etc).
|
Advanced Filters
You can build more detailed filter conditions for your grid view using the Advanced Filters button at the top-right of the grid. Once the Advanced Filter pop-up window opens, you can:
Build your first filter line choosing a field, an operator and one or more values.
Make the filter more complex by adding as many conditions as you need using the Add rule button.
After you click on Apply filter, you can further filter the single columns as explained above.
If you want to clear filters, select the downward arrow next to the Advanced Filter button. Here, you have three options (as shown in the GIF above):
Clear only the advanced filters
Clear only the column filters
Clear all the filters.
🔍 Search by and ⚡Quick filter
🔍 Search by and ⚡Quick filter
🔍 Search By
At the top-right of the grid, there’s a text box you can use to locate records by setting up a condition without hiding the unmatching entries. It’s similar to using the CTRL + F keyboard shortcut, but combined with conditions. The currently selected search condition appears as light grey placeholder text inside the Search by box.
Click on the Column selector icon ⚙️ and pick the column you want to search in and apply the operator to.
Select the Operator selector icon 🔍 inside the search field, and pick an operator.
Start typing in the Search by text box. The first record matching the search will be located and highlighted in the grid.
Use the arrows ⬅️➡️ to navigate through the previous and next matching records.
If the list you're consulting has records that can be located by date, you'll see a small calendar icon inside the Search by field that acts as a date filter.
⚡ Quick Filter
The Quick filter button lets you use the Search By field as a global search tool. Simply start typing, and the system will look for matches across all text-based columns (e.g. Name, Code, Description etc.), which are columns where values are entered manually.
Select the Quick filter button
Start typing in the converted Search By field, and let the magic happen.
💻 Scrolling through records
💻 Scrolling through records
On the right of the grid, there's a vertical scrollbar which can be dragged to scroll through the entries in the desired direction. Four arrow buttons are also included in the scrollbar.
From top to bottom, use them to:
Jump straight to the first record in the grid.
Move up one record at a time.
Move down one record at a time.
Jump straight to the last record in the grid.
Bold & Clickable 🖱️
Bold & Clickable 🖱️
Bold values in a grid turn blue when you hover over them. They open different views depending on the record type and complexity:
Side Drawer: for simple records that fit in one view. It allows quick ✏️ edit.
Example: Clicking Code in Nominal Accounts shows the account details.Separate Screen: for complex records that need more space to manage details or perform multiple actions.
Examples:Clicking Reference in Reconciliations opens the full reconciliation record, whether in progress or completed, so you can finish the reconciliation or reverse it.
Clicking Business Account in an Audit Trail opens the client or supplier record, which includes multiple tabs for full setup (e.g. sales and purchase options, addresses, and default values).
Drawer Buttons
As we mentioned, once we select a clickable value in a grid, a side drawer opens. The same happens when you select the Add, Edit and Copy buttons on the main screen.
Maximise the drawer by clicking on the expanding icon on the top right corner, so you can fill in the details more comfortably 👇.
The drawer is provided with a set of buttons both at the top left and the right side of it.
Left Action Buttons
The buttons on the left perform the exact same actions as those in the main screen. For a refresher, click 👉 here.
Right Action Buttons
From left to right, the group on the right allows you to:
See the details of the very first record in the first page of the grid.
Move to the previous page.
If you were displaying the third record and then select this button page, you will see the third record in the previous page displayed in the drawer.
Move a record up in the grid while still showing the details in the drawer.
Move a record down in the grid while still showing the details in the drawer.
Move to the next page.
If you were displaying the third record and then select this button page, you will see the third record in the next page displayed in the drawer.
See the details of the very last record in the last page of the grid.
Report Features
Reports in Indigo Business generally share the same structure:
🔴 The sections marked in red below are shared across reports.
🔵 The parts marked in blue below are specific to each report.
Shared Sections
*Tabs
All reports show data in one or more tabs, depending on the complexity of the report. Each tab contains:
A Grid: displays data based on user permissions and any active system record filters.👉 The report grid works as all the other grids in Indigo Business.
Tick records to report only on those entries. Don’t tick any record to report on all the records.
Grid filters: use the 👉 filtering options to help you narrow down or 👉 search for the data you want to report on.
Reporting Options (bottom)
Use this section to:
Choose the report's Output format (PDF, Excel).
Select raw data (XLSX or CSV) or a standard report in the Report Type dropdown.
Choose a custom Report Layout. (Contact Support for more details.)
Send
Send
This lets you send the report via email.
A pop-up window opens allowing you to:
Add Recipients (including CC and BCC)
Enter a Subject for the email.
Modify the default message in the text box, including the link to the report. You can format the message as needed using the formatting toolbar.
When you're ready, select Send at the bottom-right of the pop-up.
Generate the report using either of these options:
Open the report in PDF in your browser.
Download it as an Excel file.
Dedicated
*Tabs
Tabs are indeed available in all reports, but their naming and content change according to the report.
Reporting Options (top)
The options available change according to the selected report. You might be able to select a date range, decide the sorting order, and include or exclude certain records.
It's totally up to you–so adjust the settings to suit your needs.