Icons and action buttons

Icons

Description  

    Filters  

Click on the Icon to filter access to the following  

• Default dates  
• Offices  
• Clients 

    Help  

Click on the icon to access the following  

• Knowledge Base of help articles/videos,  
• Submit support tickets 
• Look up specific records 

• Job No.  
• Invoice No.  

    My Favorites 

Users can bookmark frequently used pages and add them to a list of favorites.  

    Username Profile 

Allows users to navigate to the following links 

• My Time  
• My Message 
• My Expenses 
• My Corporate Credit Cards 
• My Calendar 
• My Dashboard 
• My Leave  
• My Settings  
• Log Out 

Click for set up:My Menu  

    Switch  

Allows users to switch between dashboards 

    Date 

References the current date 

   Files 

Users can use the icon to attach documents or hyperlinks to a relevant record in Accountability 

  Notes  

The Notes hyperlink will be at the top of a page or the icon for a line item.  This allows users to attach header-level or line-level comments.  

Access the default homepage 

Action Buttons

Description 

Download a report or view into Excel.  

For relevant pages, the hyperlink gives you access to an import template to bulk upload/update records.

Allows users to choose from a variety for formats. 

Allows users to view a report in PDF format. 

Save and view My Dashboard 

Allows users to customize the view of My Dashboard 

Hyperlinks  

Clickable text that links to another landing page within Accountability such as  

• Export  
• Import 
• Preview  
• Journal # 

    Left & Right Arrow Keys  

The Left & Right arrow keys allow users to move, remove and arrange needed data between columns