When I click my Company in the Dashboard, nothing happens
The company will open in a new window and if you have pop-up windows blocked, it will prevent the window from opening. Click here
to view instructions on how to enable pop-ups on the dashboard.
Inventory KPI Dashboard (extension)
Overview The Inventory KPI Dashboard gives you a graphical representation of the health of your company's inventory. This dashboard can help to effectively control inventory and improve the efficiency and profitability of your company. Include in ...
Cloud Banking Dashboard
The Cloud Banking Dashboard gives you a quick look at your finances and includes information on unapproved transaction counts, bank and book balances, connections status and more! To get to your Cloud Banking Dashboard, Click Homepage Click the Bank ...
Enabling / Disabling Company
Enabling / Disabling a Company You may disable a company in the system so that historical transactions may be retained, but remove them from the list of Companies in the Company Module. To disable a company, Navigate to Quick Menu / Companies ...
Using the Test Company / Sandbox
About your Test Company / Sandbox With each paid account we offer you a second account that can be used for testing, training or just checking out new features without having to worry about affecting your live account. This “Test Company” or ...
The AccountingSuite™ Portal
The Portal The AccountingSuite™ Portal (1) Client/Company Name - This is the name as it is shown in the application under Admin Panel → Company Info tab. Changing the information in the application will change the display here. This is a hyperlink ...