Working in the data grids

The CMA review workspace and the statements workspace are both grids. They behave the same way.

Moving around

Arrow keys

One cell in that direction.

Tab

The next editable cell. Read-only cells are skipped.

Enter

Commits what you typed and moves down.

Escape

Abandons the edit and leaves the cell as it was.

Tab skipping read-only cells is what makes a long column quick — you are moved only to cells that are actually yours to fill.

Cell details

Right-click a cell, or long-press on a touch screen, to see where its figure came from: the contributing ledgers, what each contributes, and for a computed cell, the calculation.

The first thing to reach for when a figure is not what you expected.

Which cells are read-only, and why

A computed figure has no entry point at all. There is deliberately no route by which the arithmetic can be typed over.

So a cell you cannot type into is not a limitation. It is what guarantees the screen, the workbook and the PDF all agree.

Saving

Your work saves shortly after you stop typing. No save button.

If the connection drops, changes are queued rather than lost, and a banner says so.

Cell sources

Every figure in the CMA grid carries a badge saying where it came from — Tally, Rule, AI, ITR, User or Derived. A cell with no badge is blank and waiting.

Nil is not blank

In the statements workspace especially: entering 0 says there were none. Leaving a cell blank says you have not looked yet, and it is reported as outstanding data.

Clearing an entry returns the cell to blank rather than storing a zero.

Finding a row

Both workspaces have a search. In the statements workspace, Find a ledger… on TB CY; in the CMA workspace, the filters on each tab.

Quicker than scrolling when you know what you are after.