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Navigation and General

Tips & Tricks

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
Navigation Bar
Icons
Action Buttons

Sign On to Accountability:

There are two Sign-On options 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
Time & Tasks	Time and Task include the following sections My Time Time Reports Time Approvals Tasks
Manage	Manage includes the following sections Leave Employee Expense Summary Expense Claims Credit Cards 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.

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.
My Menu	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 it in Excel. The hyperlink gives relevant pages access to an import template to bulk upload/update records.
	Allows users to choose from a variety of 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.

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