-
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
My Menu
This article provides an overview of My Menu. The My Menu link is customized to provide a user with specific options relevant to their role.
Steps:
- Navigate to My Menu.
Menu Categories |
Description |
Notes / Resources |
My Time |
Submit hours performed dedicated to a job or project |
|
My Messages |
Send or receive any messages (files, attachments, hyperlinks, images) via the Accountability system |
|
My Expenses |
Create and view the following
|
|
My Corporate Credit Cards
|
Code, submit, and track the status of expenses from a company-issued credit card |
|
My Calendar |
Enables users to view upcoming events. It is also another way that users can enter their time as well as outstanding tasks. |
|
My Dashboard |
Accountability data at-a-glance. Providing a graphic visualization of various reports in the system. (Note User Access rights are set by the system administrator to view specific reports) |
|
My Leave |
Enter, submit, and track all leave requests and entitlements |
|
My Settings |
Lets users change and view the following
|
Getting Started - Quick Card |