- 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 set My Dashboard as the default homepage.
My Dashboard visualizes agency data at various levels. Access predefined and custom agency charts across the following categories: Balance Sheet, Jobs, Profit & Loss, Resources, Revenue, and Time.
Steps:
- Select User Profile Name and click on My Settings
- Click on Set homepage
- The Set homepage drop-down box will appear. Click on My Dashboard from the list
Users will automatically be taken to the dashboard upon login.
Users can also access the default homepage by clicking on the
Accountability logo.