- Navigation and General
- My Dashboard
-
Product Updates
-
Tutorial Video Library
- General Navigation
- Time and Task
- Job Management - Basics
- Estimate Management - Basics
- Estimate Management - Advanced
- Purchase Order Basics
- Production Invoice Basics
- Sundry Invoice Basics
- Receipts Basics
- Supplier Invoice Management Basics
- Payment Basics
- Expenses & Credit Cards
- Reporting
- Master Files
- Manage
-
Mobile App
-
FAQs
-
Navigation and General
-
Time and Tasks
-
Manage
-
Approve
-
Jobs
-
Media
-
Accounting
-
Master Files
-
Setup Files
-
Setup Options
-
General Ledger
-
Revenue Recognition and Tools
-
Receivables
-
Payables
-
Budgets & Forecasts
-
Training Packet
-
API & Integrations
-
Reporting
-
Sales
-
Media Finance
-
Intercompany
-
Talent Sponsorship
-
Taxes
-
Implementation and Onboarding
How to bookmark your favorite pages
Easily access your frequently visited pages by adding a bookmark
Steps:
The top section of the dashboard is My Favorites.
- The top section of the dashboard is My Favorites.
- Add links to My Favorites
- Navigate to the page you want to bookmark
- Click on the icon at the top of the page and click save
- Navigate to the page you want to bookmark
- To remove a link, navigate to the page and select the bookmark icon to remove the page.
Users have the option to rename the page before saving.