--- title: Getting started quick card description: Quickly and easily find information needed from quick links and icons to perform important tasks. --- [Skip to content](https://knowledgebase.counta.com/knowledge/getting-started-quick-card#main-content) - [English](https://knowledgebase.counta.com/knowledge/getting-started-quick-card) - [Español - México](https://knowledgebase.counta.com/es-mx/knowledge/acerca-de-cómo-empezar-tarjeta-rápida) English Show submenu for translations ![AccountAbility\_logo\_primary\_fullcolor-1.png\]](https://knowledgebase.counta.com/hs-fs/hubfs/AccountAbility_logo_primary_fullcolor-1.png?height=40&name=AccountAbility_logo_primary_fullcolor-1.png) - [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability) Open main navigation Close main navigation - [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability) - - [English](https://knowledgebase.counta.com/knowledge/getting-started-quick-card) - [Español - México](https://knowledgebase.counta.com/es-mx/knowledge/acerca-de-cómo-empezar-tarjeta-rápida) English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. 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[Tips & Tricks](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#tips-tricks) June 6, 2024 # Getting started quick card ## Quickly and easily find information needed from quick links and icons to perform important tasks.   **Table of Contents:** - [Sign on to Accountability ](https://knowledgebase.counta.com/knowledge/getting-started-quick-card#Sign) - [Navigation Bar](https://knowledgebase.counta.com/knowledge/getting-started-quick-card#Navigation) - [Icons ](https://knowledgebase.counta.com/knowledge/getting-started-quick-card#Icons) - [Action Buttons ](https://knowledgebase.counta.com/knowledge/getting-started-quick-card#Action) #### Sign On to Accountability: There are two [Sign-On options](https://knowledgebase.counta.com/knowledge/logging-in-to-accountability?hsLang=en)for Accountability.  Using the standard Accountability sign-on, or through Single Sign On (SSO).  #### **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](https://knowledgebase.counta.com/knowledge/my-menu-icon?hsLang=en)  | | Time & Tasks   | Time and Task include the following sections  - [My Time](https://knowledgebase.counta.com/knowledge/new-my-time-help?hsLang=en)  - [Time Reports ](https://knowledgebase.counta.com/knowledge/missing-timesheets?hsLang=en) - [Time Approvals  ](https://knowledgebase.counta.com/knowledge/time-approval-how-to-approve-unapprove-or-edit-a-time-entry?hsLang=en) - [Tasks  ](https://knowledgebase.counta.com/knowledge/task-management-screen-what-it-does?hsLang=en) | | Manage   | Manage includes the following sections - [Leave  ](https://knowledgebase.counta.com/knowledge/leave-how-to-submit-a-leave-request?hsLang=en) - [Employee Expense Summary  ](https://knowledgebase.counta.com/knowledge/employee-expense-budgeting-reporting?hsLang=en) - [Expense Claims  ](https://knowledgebase.counta.com/knowledge/video-my-expenses?hsLang=en) - [Credit Cards ](https://knowledgebase.counta.com/knowledge/my-corporate-credit-cards?hsLang=en) - Purchase Orders   - Supplier Invoices   - Client Job Invoices   | | 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.**  | [Back to Top](https://knowledgebase.counta.com/knowledge/getting-started-quick-card#top)   | **Icons** | **Description  ** | | --- | --- | |   ![](https://knowledgebase.counta.com/hs-fs/hubfs/undefined-Jan-23-2023-01-39-15-9943-PM.png?width=34&height=33&name=undefined-Jan-23-2023-01-39-15-9943-PM.png)  Filters   | Click on the Icon to filter access to the following   - Default dates   - Offices   - Clients  | |   ![](https://knowledgebase.counta.com/hs-fs/hubfs/undefined-Jan-23-2023-01-42-49-1565-PM.png?width=35&height=34&name=undefined-Jan-23-2023-01-42-49-1565-PM.png)  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.   | |   ![](https://knowledgebase.counta.com/hs-fs/hubfs/undefined-Jan-23-2023-01-44-35-0965-PM.png?width=34&height=33&name=undefined-Jan-23-2023-01-44-35-0965-PM.png)  My Favorites  | Users can bookmark frequently used pages and add them to a list of favorites.   | |   ![](https://knowledgebase.counta.com/hs-fs/hubfs/undefined-Jan-23-2023-01-45-47-3954-PM.png?width=35&height=34&name=undefined-Jan-23-2023-01-45-47-3954-PM.png)  My Menu  | Allows users to navigate to the following links  - [My Time ](https://knowledgebase.counta.com/knowledge/new-my-time-help?hsLang=en)  - [My Message ](https://knowledgebase.counta.com/knowledge/messages?hsLang=en) - [My Expenses ](https://knowledgebase.counta.com/knowledge/create-and-submit-expense-claims?hsLang=en) - [My Corporate Credit Cards](https://knowledgebase.counta.com/knowledge/new-look-my-corporate-credit-cards?hsLang=en)  - [My Calendar ](https://knowledgebase.counta.com/knowledge/my-calendar-time-entry?hsLang=en) - [My Dashboard ](https://knowledgebase.counta.com/knowledge/my-dashboard?hsLang=en) - [My Leave  ](https://knowledgebase.counta.com/knowledge/leave-how-to-submit-a-leave-request?hsLang=en) - My Settings   - Log Out  Click for set up:[My Menu ](https://knowledgebase.counta.com/knowledge/my-menu-icon?hsLang=en)  | |   ![](https://knowledgebase.counta.com/hs-fs/hubfs/undefined-Jan-23-2023-01-47-24-8160-PM.png?width=35&height=30&name=undefined-Jan-23-2023-01-47-24-8160-PM.png)  Switch   | Allows users to switch between dashboards.  | |   ![](https://knowledgebase.counta.com/hs-fs/hubfs/undefined-Jan-23-2023-01-48-07-1390-PM.png?width=86&height=25&name=undefined-Jan-23-2023-01-48-07-1390-PM.png)  Date  | References the current date.  | |   ![](https://knowledgebase.counta.com/hs-fs/hubfs/undefined-Jan-23-2023-04-52-59-1965-PM.png?width=32&height=24&name=undefined-Jan-23-2023-04-52-59-1965-PM.png) Files  | Users can use the icon to attach documents or hyperlinks to a relevant record in Accountability. | |   ![](https://knowledgebase.counta.com/hs-fs/hubfs/undefined-Jan-23-2023-04-54-48-0638-PM.png?width=31&height=29&name=undefined-Jan-23-2023-04-54-48-0638-PM.png)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.   | |   ![](https://knowledgebase.counta.com/hs-fs/hubfs/undefined-Jan-23-2023-01-40-55-3836-PM.png?width=150&height=32&name=undefined-Jan-23-2023-01-40-55-3836-PM.png) | Access the default homepage. | [Back to Top](https://knowledgebase.counta.com/knowledge/getting-started-quick-card#top) | **Action Buttons** | **Description ** | | --- | --- | | ![](https://knowledgebase.counta.com/hs-fs/hubfs/undefined-Jan-23-2023-05-12-40-8269-PM.png?width=93&height=27&name=undefined-Jan-23-2023-05-12-40-8269-PM.png) | Download a report or view it in Excel.   The hyperlink gives relevant pages access to an import template to bulk upload/update records. | |   ![](https://knowledgebase.counta.com/hs-fs/hubfs/undefined-Jan-23-2023-05-49-22-1219-PM.png?width=100&height=27&name=undefined-Jan-23-2023-05-49-22-1219-PM.png) | Allows users to choose from a variety of formats.  | |   ![](https://knowledgebase.counta.com/hs-fs/hubfs/undefined-Jan-23-2023-05-51-50-7590-PM.png?width=100&height=28&name=undefined-Jan-23-2023-05-51-50-7590-PM.png) | Allows users to view a report in PDF format.  | |   ![](https://knowledgebase.counta.com/hs-fs/hubfs/undefined-Jan-23-2023-05-52-28-8565-PM.png?width=95&height=41&name=undefined-Jan-23-2023-05-52-28-8565-PM.png) | Save and view [**My Dashboard.**](https://knowledgebase.counta.com/knowledge/my-dashboard?hsLang=en) | |   ![](https://knowledgebase.counta.com/hs-fs/hubfs/undefined-Jan-23-2023-05-53-13-9438-PM.png?width=120&height=26&name=undefined-Jan-23-2023-05-53-13-9438-PM.png) | Allows users to customize the view of [**My Dashboard.**](https://knowledgebase.counta.com/knowledge/my-dashboard?hsLang=en) | | Hyperlinks   | Clickable text that links to another landing page within Accountability such as   - Export   - Import  - Preview   - Journal #  | |    ![](https://knowledgebase.counta.com/hs-fs/hubfs/undefined-Jan-23-2023-05-46-09-0372-PM.png?width=24&height=30&name=undefined-Jan-23-2023-05-46-09-0372-PM.png) Left & Right Arrow Keys   | The Left & Right arrow keys allow users to move, remove and arrange needed data between columns.    | [Back to Top](https://knowledgebase.counta.com/knowledge/getting-started-quick-card#top)       [Back to Admin Training Packet ](https://knowledgebase.counta.com/knowledge/admin?hs_preview=RotBftGh-95102018386&hsLang=en#getting-started) [Continue to My Menu ](https://knowledgebase.counta.com/knowledge/my-menu-icon?hsLang=en) [Back to Main ](https://knowledgebase.counta.com/knowledge?hsLang=en)         - [Product Updates](https://knowledgebase.counta.com/knowledge/product-updates?hsLang=en#main-content) - [Live](https://knowledgebase.counta.com/knowledge/product-updates?hsLang=en#live) - [Tutorial Video Library](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#main-content) - [General Navigation](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#general-navigation) - [Time and Task](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#time-and-task) - [Job Management - Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#job-management-basics) - [Estimate Management - Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#estimate-management-basics) - [Estimate Management - Advanced](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#estimate-management-advanced) - [Purchase Order Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#purchase-order-basics) - [Production Invoice Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#production-invoice-basics) - [Sundry Invoice Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#sundry-invoice-basics) - [Receipts Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#receipts-basics) - [Supplier Invoice Management Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#supplier-invoice-management-basics) - [Payment Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#payment-basics) - [Expenses & Credit Cards](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#expenses-credit-cards) - [Reporting](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#reporting) - [Master Files](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#master-files) - [Manage](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#manage) - [Mobile App](https://knowledgebase.counta.com/knowledge/mobile-app?hsLang=en#main-content) - [What's New](https://knowledgebase.counta.com/knowledge/mobile-app?hsLang=en#whats-new) - [Setup and Configuration](https://knowledgebase.counta.com/knowledge/mobile-app?hsLang=en#setup-and-configuration) - [FAQs](https://knowledgebase.counta.com/knowledge/faqs?hsLang=en) - [Navigation and General](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#main-content) - [Tips & Tricks](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#tips-tricks) - [Customization](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#customization) - [Setup](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#setup) - [Support](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#support) - [My Dashboard](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#my-dashboard) - [My Messages](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#my-messages) - [Security](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#security) - [Time and Tasks](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#main-content) - [My Time](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#my-time) - [Timesheet Proxy](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#timesheet-proxy) - [Time Reports](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#time-reports) - [Time Posting](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#time-posting) - [Tasks](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#tasks) - [Manage](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#main-content) - [Leave](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#leave) - [Employee Expense Summary](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#employee-expense-summary) - [Expense Claims](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#expense-claims) - [Credit Cards](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#credit-cards) - [Inventories](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#inventories) - [Approve](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#main-content) - [Supplier Invoices](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#supplier-invoices) - [Expense Claims](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#expense-claims) - [Credit Cards](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#credit-cards) - [Purchase Orders](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#purchase-orders) - [Client Job Invoices](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#client-job-invoices) - [Weekly Timesheet](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#weekly-timesheet) - [Journals](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#journals) - [Leave](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#leave) - [Jobs](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#main-content) - [Jobs](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#jobs) - [Estimates](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#estimates) - [Revenue Tracker](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#revenue-tracker) - [Resource Tracker](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#resource-tracker) - [Purchase Orders](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#purchase-orders) - [Internal Charges](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#internal-charges) - [Job Cost Transfers](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#job-cost-transfers) - [Files](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#files) - [Job Reports](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#job-reports) - [Job Summaries](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#job-summaries) - [Campaigns](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#campaigns) - [Media](https://knowledgebase.counta.com/knowledge/media?hsLang=en#main-content) - [Media Accounting](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-accounting) - [Media Summaries](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-summaries) - [Media WIP Take Up](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-wip-take-up) - [Media Reports](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-reports) - [Media Setup](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-setup) - [Media Insertion Orders](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-insertion-orders) - [Media Estimates](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-estimates) - [Accounting](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#main-content) - [General Ledger Accounts](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#general-ledger-accounts) - [Receivables](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#receivables) - [Payables](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#payables) - [Revenue Tool](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#revenue-tool) - [General Ledger](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#general-ledger) - [Budgets](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#budgets) - [Prepayments](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#prepayments) - [Master Files](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#main-content) - [Prospects](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#prospects) - [Clients](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#clients) - [Employees](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#employees) - [Task Types](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#task-types) - [Suppliers](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#suppliers) - [Contacts](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#contacts) - [Update](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#update) - [Setup Files](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#main-content) - [Report Setup](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#report-setup) - [Set Up Options](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#set-up-options) - [User Access Groups](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#user-access-groups) - [Currencies](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#currencies) - [Tax Codes](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#tax-codes) - [Withholding Tax Codes](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#withholding-tax-codes) - [Bank Feed](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#bank-feed) - [Custom Codes](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#custom-codes) - [Approval & Posting Settings](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#approval-posting-settings) - [Custom Data](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#custom-data) - [Office](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#office) - [Company Settings](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#company-settings) - [Setup Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#main-content) - [Accounting Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#accounting-options) - [General Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#general-options) - [Report Setup](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#report-setup) - [Other Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#other-options) - [Timesheet Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#timesheet-options) - [Currencies](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#currencies) - [General Ledger](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#main-content) - [Journals](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#journals) - [General Ledger Accounts](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#general-ledger-accounts) - [General Ledger Reports](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#general-ledger-reports) - [Bank Reconciliation](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#bank-reconciliation) - [WIP Take Ups](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#wip-take-ups) - [Retainers](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#retainers) - [FX Revaluations](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#fx-revaluations) - [Fixed Assets](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#fixed-assets) - [General Ledger Setup & Postings](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#general-ledger-setup-postings) - [Posting Options](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#posting-options) - 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