Ribbons

Project Transaction Wizard release 1.5.0 and above uses ribbons which are documented in this section.

There are three ribbons for Project Transaction Wizard:

Project Transaction Wizard - Setup Ribbon is used to help set up the Wizard.

Project Transaction Wizard Ribbon is used to carry out functions when working in your workbook.

Custom Query Ribbon is used to download records to Excel.

The menus are also available using the right mouse click functionality within Excel. If you press the right mouse button you will see the Project Transaction Wizard ribbon options.

Refer to section:

Project Transaction Wizard - Setup Ribbon

Project Transaction Wizard Ribbon

Custom Query Ribbon