Module Toolbar

In the M&R Module, the toolbar includes both standard actions (such as sending to a folder, adding to a user’s working folder, printing, managing categories, and removing from a folder) and a wide range of specialized actions. Some of these specialized actions are available only for specific types of module objects.

• As in other modules, the toolbar can be customized. To do this, right-click the toolbar and select

  Customize

  from the context menu.

The toolbar includes the following specialized actions:

	Create a Port Container Expense
	Create an Expense
	Clone an Expense
	Create an (Incoming) Invoice
	Create an Incoming M&R Invoice Create an Outgoing M&R Invoice Create an Outgoing Terminal Expense Invoice
	Create a Service
	Clone a Service
	Cancel Expense: Changes expense status to Cancelled (available in the M&R Expenses folder only)
	Approve Expense: Changes status from Estimated/Survey to Approved (available in the M&R Expenses folder only)
	Survey Expense: Changes status from Estimated to Survey (available in the M&R Expenses folder only)
	Close Expense: Changes status from Invoiced to Closed (available in the M&R Expenses folder only)
	Pay Invoice: Changes invoice status to Paid (available in the Invoices folder only)
	Unpay Invoice: Returns invoice status to Unpaid (available in the Invoices folder only)

Additional actions are available in the More Actions submenu:

• Parse Estimate: Imports an estimate from a file.

• Parse Port Container Expense: Imports port expense data from a file.

• Service Price List: Opens the service price list.

• Refresh USD Currency: Updates the USD exchange rate (for expenses and invoices).

• Export to Excel: Exports table data from modules or dynamic folders to an Excel file.

• Add Remarks: Adds notes to the selected object.