General Navigation

Getting Started - General Navigation

General Navigation



The Navigation Menu


AccountingSuite™ has a dark yellow navigation menu and the lighter yellow is the sub-navigation bar, whose content will change based on the main menu choice that has been made.


AccountingSuite™ Navigation Menu

Open Items Tab


Each time you open a page in AccountingSuite™, it creates a tab along the bottom of the window. Use these open tabs to easily navigate between several documents at once. When you are finished with a document, it may be closed by clicking the x in the upper right corner of the tab. Too many tabs open can affect performance.



Forward and Back Buttons


Each page contains a set of three navigation buttons: A forward, a back and a home button. Think of these the same way you would think of them in a browser.


The Tools Panel



   Function Search


The Function Search will find actions you wish to take in the system in case you don’t remember where to find Sales Orders, for example. It will locate search terms in menus, reports and other navigational structures.

 Favorites


Click the star on any item and it will be saved to your favorites, accessed by the star icon in the upper right corner of the screen. This is a great way to get at the things you do most quickly.

 History


The history button will list all of the pages, in order that you have visited. Clicking on a page will take you to that document.


Click on the search icon and type a search term – this searches the entire system. Searches can be a customer or vendor name, a sales invoice number, a telephone, virtually anything. This is a very powerful tool that can help you find what you need very quickly.



The start page contains some frequently used links to create a document in the left pane. On the right, you’ll find links to the User Guide, upload import files and access to chat with support.
    • Related Articles

    • Searching using Favorites

      Using Favorites Favorites are a way to mark anything in the software so that it is easy to return to later. This might be a list of things that are waiting information, important to-dos or just favorite modules. Since anything can be marked as a ...
    • Getting Started with Cloud Banking

      Getting Started with Cloud Banking AccountingSuite™ connects you to thousands of banks and credit card companies in the cloud eliminating the time-consuming task of entering transactions manually. Click to accept a transaction rather than entering it ...
    • Getting Started Step 2 - Settings

      In this step you will learn how to enter company information, choose the features you will be using in settings, set up lists and customize print forms. Finally you will learn how to create users.    Settings are all located in the Admin Panel Menu ...
    • Searching using History Panel

      Locating Data in AccountingSuite using the History Panel AccountingSuite tracks every move that you make so you don’t have to. Remember making a change to an invoice yesterday but can’t remember who it was? History is your answer. Simply click the ...
    • Getting Started Steps

      Welcome! AccountingSuite™   is a powerful, all-in-one business application that combines accounting, cloud banking, order management, inventory, project and time tracking into one cloud-driven platform. Cool! Power in the cloud. So where do I get ...