- Navigation and General
- My Dashboard
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Product Updates
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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
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Mobile App
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FAQs
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Navigation and General
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Time and Tasks
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Manage
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Approve
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Jobs
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Media
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Accounting
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Master Files
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Setup Files
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Setup Options
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General Ledger
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Revenue Recognition and Tools
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Receivables
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Payables
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Budgets & Forecasts
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Training Packet
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API & Integrations
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Reporting
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Sales
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Media Finance
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Intercompany
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Talent Sponsorship
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Taxes
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Implementation and Onboarding
How to maintain and create dashboard tiles
System administrators can create custom dashboard tiles and manage access for users by going to Set Up Files>Report Set Up>Dashboard Tiles.
There are two types of tiles:
Tile type |
Description |
Custom |
Tiles the agency created and only available to the employees |
Generally available |
There are approximately 45 tiles created and published by Accountability that are available for all agencies. In the future, Accountability can add to that list depending on agency needs. |
Click a link to open one of the existing dashboard tiles