Tips & Tricks

[About] The navigation bar

The navigation bar links the user to sections / pages within Accountability.

Sections / Pages

Description 

Homepage 

Accountability’s configurable main page.  

To set up: My Menu 

Time & Tasks  

Time and Task include the following sections

Manage  

Manage includes the following sections:

Approve

Approve the following 

Jobs  

Create and view  

  • Jobs 
  • Estimates  
  • Revenue Tracker  
  • Resource Tracker  
  • Supplier Bids  
  • Purchase Orders 
  • Internal Charges  
  • Job Cost Transfers  
  • Files  
  • Job Reports  
  • Job Summaries  

Media  

View 

  • Media Accounting  
  • Media Summaries 

Accounting 

Create and View  

  • General Ledger 
  • Revenue Tools  
  • Receivables  
  • Payables 
  • Budgets 

Master Files  

Create and View  

  • Prospects  
  • Clients  
  • Employees  
  • Task Types  
  • Suppliers  
  • Contacts 

Set Up Files  

Create, Change, and view  

  • Set Up Options 
  • Approval Setting   
  • User Access Groups 
  • Offices  
  • Report Set Up  
  • Tax Codes  
  • Withholding Tax Codes  
  • Currencies  
  • Custom Codes  
  • Custom Data  
  • Status  

Quick Add  

Quickly Add  

  • Add Job 
  • Add Timeline 
  • Add Estimate 
  • Add Purchase Order  
  • Add Internal Charge 
  • Add Supplier Invoice  
  • Add Payment  
  • Add Client Job Invoice  
  • Add Client Sundry Invoice  
  • Add WIP Take Up 
  • Add Receipt 
  • Add Journal  

Security Access 

Module and transaction access is based on the User Access Group. Data access is based on restrictions defined for employee records. Data access can be limited to a list of offices or clients and if users are a manager to a list of employees.  

You can reset your password by clicking on Forgot your password? from the login page or by going to My Settings.