Basics

Accessing Acquisitions

You can access the Acquisitions page by clicking the Acquisitions button in the top toolbar, or the Acquisitions button in the left-side navigation menu.

Creating a new Acquisition entry

Keyboard shortcut: Alt+N

You can create a new Acquisition entry by clicking "New" in the Acquisition toolbar, or by right-clicking and clicking the "New" Menu Item.

Toolbar	Right-click

You will get a blank form to fill in data. Yellow fields are mandatory, white fields are optional. For explanations of the fields, please see the Glossary.

 

You can save with the two buttons below:

Editing an existing Acquisition entry

You can edit an existing acquisition entry by selecting the acquisition you want to Edit, and click "Edit" in the toolbar, or by right-clicking the acquisition and clicking the "Edit" menu item.

You can then change whatever you like from there.

 

Voiding an Acquisition

If the sale has fallen through, or if you put it in the wrong company, you can Void an acquisition. You can void an acquisition by clicking "Edit" and then clicking "Void" in the form-popup on the left-side. You will not be able to modify the voided entry unless you activate it again.

By default, this will hide the Acquisition in the table. You can right click the table and click "Show Void" in order to see voided Acquistions.

You can activate a voided entry by clicking "Activate" in the form pop-up window. You will not be able to modify the voided entry unless you activate it again, as it is read-only.