---
title: Navigation and General | COUNTA Help Center
description: General functions, Frequently Asked Questions, and Tips and Tricks
---

[Skip to content](https://knowledgebase.counta.com/knowledge/navigation-and-general#main-content)

- [English](https://knowledgebase.counta.com/knowledge/navigation-and-general)
- [Español - México](https://knowledgebase.counta.com/es-mx/knowledge/navegación-y-general)

English

Show submenu for translations

![AccountAbility\_logo\_primary\_fullcolor-1.png\]](https://knowledgebase.counta.com/hs-fs/hubfs/AccountAbility_logo_primary_fullcolor-1.png?height=40&name=AccountAbility_logo_primary_fullcolor-1.png)

- [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability)

Open main navigation

Close main navigation

- [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability)
- - [English](https://knowledgebase.counta.com/knowledge/navigation-and-general)
    - [Español - México](https://knowledgebase.counta.com/es-mx/knowledge/navegación-y-general)

  English
  
  Show submenu for translations

 How can we help you?

- There are no suggestions because the search field is empty.

1. [COUNTA Help Center](https://knowledgebase.counta.com/knowledge)
2. [Navigation and General](https://knowledgebase.counta.com/knowledge/navigation-and-general)

# Navigation and General

 General functions, Frequently Asked Questions, and Tips and Tricks

- [My Menu](https://knowledgebase.counta.com/knowledge/my-menu-icon)
- [How to Log in to Accountability](https://knowledgebase.counta.com/knowledge/log-in-to-accountability)
- [How to configure Layout](https://knowledgebase.counta.com/knowledge/columns)
- [How to upload Files](https://knowledgebase.counta.com/knowledge/files)
- [Using Filters in Accountability](https://knowledgebase.counta.com/knowledge/using-filters-in-accountability)

## Tips & Tricks

- [Overview of the Navigation Bar](https://knowledgebase.counta.com/knowledge/overview-of-the-navigation-bar)
- [Getting started quick card](https://knowledgebase.counta.com/knowledge/getting-started-quick-card)
- [How to Add or edit a URL Link to documents/email](https://knowledgebase.counta.com/knowledge/add-or-edit-a-url-link-to-appear-on-a-client-facing-document)
- [How Format Email Text on Emails of PDF Attachments](https://knowledgebase.counta.com/knowledge/format-email-text-on-emails-of-pdf-attachments)
- [How to run a Master data audit](https://knowledgebase.counta.com/knowledge/master-file-audit-trail)
- [Icons and action buttons](https://knowledgebase.counta.com/knowledge/about-icons)
- [Currency Hover over](https://knowledgebase.counta.com/knowledge/currency-hover-over)
- [My Offices Filter](https://knowledgebase.counta.com/knowledge/my-offices-filter)

See less ▼

## Customization

- [How to Create and save multiple column layouts ](https://knowledgebase.counta.com/knowledge/create-and-save-multiple-column-layouts)

## Setup

- [How to setup Titles](https://knowledgebase.counta.com/knowledge/create-titles)
- [How to create a department](https://knowledgebase.counta.com/knowledge/how-to-create-a-department)
- [Sign-On to Accountability](https://knowledgebase.counta.com/knowledge/logging-in-to-accountability)
- [Password options](https://knowledgebase.counta.com/knowledge/password-options)
- [Single Sign-On (SSO)](https://knowledgebase.counta.com/knowledge/single-sign-on-setup)

## Support

- [How to Submit Support Requests / Tickets](https://knowledgebase.counta.com/knowledge/how-to-submit-support-requests)

## My Dashboard

- [My Dashboard](https://knowledgebase.counta.com/knowledge/my-dashboard)
- [How to bookmark your favorite pages](https://knowledgebase.counta.com/knowledge/how-to-bookmark-your-favorite-pages)
- [How to use dashboard tiles](https://knowledgebase.counta.com/knowledge/how-to-use-dashboard-tiles)
- [How to switch to a different dashboard view](https://knowledgebase.counta.com/knowledge/how-to-switch-to-a-different-dashboard-view)
- [How to maintain and create dashboard tiles](https://knowledgebase.counta.com/knowledge/how-to-manage-your-dashboard)
- [How to Create Custom Dashboard Tiles](https://knowledgebase.counta.com/knowledge/how-to-create-custom-dashboard-tiles)
- [How to access My Dashboard](https://knowledgebase.counta.com/knowledge/how-to-access-my-dashboard)
- [How to Set My Dashboard as the homepage default.](https://knowledgebase.counta.com/knowledge/how-to-set-my-dashboard-as-the-homepage-default)
- [How to publish a Dashboard](https://knowledgebase.counta.com/knowledge/how-to-publish-a-dashboard)
- [How to access My Dashboard ](https://knowledgebase.counta.com/knowledge/how-to-access-my-dashboard-1)
- [How to customize your dashboard tiles](https://knowledgebase.counta.com/knowledge/how-to-customize-your-dashboard-tiles)
- [How to maintain and create dashboard tiles](https://knowledgebase.counta.com/knowledge/how-to-maintain-and-create-dashboard-tiles)
- [How to switch My Dashboard views](https://knowledgebase.counta.com/knowledge/how-to-manage-my-dashboard)
- [How to set My Dashboard as the default homepage.](https://knowledgebase.counta.com/knowledge/how-to-set-my-dashboard-as-the-default-homepage)
- [How to bookmark your favorite pages](https://knowledgebase.counta.com/knowledge/how-to-bookmark-y-our-favorite-pages)
- [How to publish a dashboard](https://knowledgebase.counta.com/knowledge/how-to-publish-a-dashboard-1)
- [How to create custom dashboard tiles](https://knowledgebase.counta.com/knowledge/how-to-create-custom-dashboard-tiles-1)
- [How to manage dashboard user access](https://knowledgebase.counta.com/knowledge/how-to-manage-dashboard-user-access-1)

See less ▼

## My Messages

- [How to use My Messages](https://knowledgebase.counta.com/knowledge/messages)
- [How to send a message through My Messages](https://knowledgebase.counta.com/knowledge/send-a-message-through-my-messages)
- [How to reply through My Messages](https://knowledgebase.counta.com/knowledge/how-to-reply-through-my-messages)

## Security

- [Two-Factor Authentication (2FA)](https://knowledgebase.counta.com/knowledge/two-factor-authentication)
- [Reset Two-Factor Authentication for Employees](https://knowledgebase.counta.com/knowledge/reset-two-factor-authentication-for-employees)

- [Product Updates](https://knowledgebase.counta.com/knowledge/product-updates#main-content)

    - [Live](https://knowledgebase.counta.com/knowledge/product-updates#live)
- [Tutorial Video Library](https://knowledgebase.counta.com/knowledge/tutorial-video-library#main-content)

    - [General Navigation](https://knowledgebase.counta.com/knowledge/tutorial-video-library#general-navigation)
    - [Time and Task](https://knowledgebase.counta.com/knowledge/tutorial-video-library#time-and-task)
    - [Job Management - Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library#job-management-basics)
    - [Estimate Management - Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library#estimate-management-basics)
    - [Estimate Management - Advanced](https://knowledgebase.counta.com/knowledge/tutorial-video-library#estimate-management-advanced)
    - [Purchase Order Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library#purchase-order-basics)
    - [Production Invoice Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library#production-invoice-basics)
    - [Sundry Invoice Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library#sundry-invoice-basics)
    - [Receipts Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library#receipts-basics)
    - [Supplier Invoice Management Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library#supplier-invoice-management-basics)
    - [Payment Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library#payment-basics)
    - [Expenses & Credit Cards](https://knowledgebase.counta.com/knowledge/tutorial-video-library#expenses-credit-cards)
    - [Reporting](https://knowledgebase.counta.com/knowledge/tutorial-video-library#reporting)
    - [Master Files](https://knowledgebase.counta.com/knowledge/tutorial-video-library#master-files)
    - [Manage](https://knowledgebase.counta.com/knowledge/tutorial-video-library#manage)
- [Mobile App](https://knowledgebase.counta.com/knowledge/mobile-app#main-content)

    - [What's New](https://knowledgebase.counta.com/knowledge/mobile-app#whats-new)
    - [Setup and Configuration](https://knowledgebase.counta.com/knowledge/mobile-app#setup-and-configuration)
- [FAQs](https://knowledgebase.counta.com/knowledge/faqs)
- [Navigation and General](https://knowledgebase.counta.com/knowledge/navigation-and-general#main-content)

    - [Tips & Tricks](https://knowledgebase.counta.com/knowledge/navigation-and-general#tips-tricks)
    - [Customization](https://knowledgebase.counta.com/knowledge/navigation-and-general#customization)
    - [Setup](https://knowledgebase.counta.com/knowledge/navigation-and-general#setup)
    - [Support](https://knowledgebase.counta.com/knowledge/navigation-and-general#support)
    - [My Dashboard](https://knowledgebase.counta.com/knowledge/navigation-and-general#my-dashboard)
    - [My Messages](https://knowledgebase.counta.com/knowledge/navigation-and-general#my-messages)
    - [Security](https://knowledgebase.counta.com/knowledge/navigation-and-general#security)
- [Time and Tasks](https://knowledgebase.counta.com/knowledge/time-and-tasks#main-content)

    - [My Time](https://knowledgebase.counta.com/knowledge/time-and-tasks#my-time)
    - [Timesheet Proxy](https://knowledgebase.counta.com/knowledge/time-and-tasks#timesheet-proxy)
    - [Time Reports](https://knowledgebase.counta.com/knowledge/time-and-tasks#time-reports)
    - [Time Posting](https://knowledgebase.counta.com/knowledge/time-and-tasks#time-posting)
    - [Tasks](https://knowledgebase.counta.com/knowledge/time-and-tasks#tasks)
- [Manage](https://knowledgebase.counta.com/knowledge/manage#main-content)

    - [Leave](https://knowledgebase.counta.com/knowledge/manage#leave)
    - [Employee Expense Summary](https://knowledgebase.counta.com/knowledge/manage#employee-expense-summary)
    - [Expense Claims](https://knowledgebase.counta.com/knowledge/manage#expense-claims)
    - [Credit Cards](https://knowledgebase.counta.com/knowledge/manage#credit-cards)
    - [Inventories](https://knowledgebase.counta.com/knowledge/manage#inventories)
- [Approve](https://knowledgebase.counta.com/knowledge/approve#main-content)

    - [Supplier Invoices](https://knowledgebase.counta.com/knowledge/approve#supplier-invoices)
    - [Expense Claims](https://knowledgebase.counta.com/knowledge/approve#expense-claims)
    - [Credit Cards](https://knowledgebase.counta.com/knowledge/approve#credit-cards)
    - [Purchase Orders](https://knowledgebase.counta.com/knowledge/approve#purchase-orders)
    - [Client Job Invoices](https://knowledgebase.counta.com/knowledge/approve#client-job-invoices)
    - [Weekly Timesheet](https://knowledgebase.counta.com/knowledge/approve#weekly-timesheet)
    - [Journals](https://knowledgebase.counta.com/knowledge/approve#journals)
    - [Leave](https://knowledgebase.counta.com/knowledge/approve#leave)
- [Jobs](https://knowledgebase.counta.com/knowledge/jobs#main-content)

    - [Jobs](https://knowledgebase.counta.com/knowledge/jobs#jobs)
    - [Estimates](https://knowledgebase.counta.com/knowledge/jobs#estimates)
    - [Revenue Tracker](https://knowledgebase.counta.com/knowledge/jobs#revenue-tracker)
    - [Resource Tracker](https://knowledgebase.counta.com/knowledge/jobs#resource-tracker)
    - [Purchase Orders](https://knowledgebase.counta.com/knowledge/jobs#purchase-orders)
    - [Internal Charges](https://knowledgebase.counta.com/knowledge/jobs#internal-charges)
    - [Job Cost Transfers](https://knowledgebase.counta.com/knowledge/jobs#job-cost-transfers)
    - [Files](https://knowledgebase.counta.com/knowledge/jobs#files)
    - [Job Reports](https://knowledgebase.counta.com/knowledge/jobs#job-reports)
    - [Job Summaries](https://knowledgebase.counta.com/knowledge/jobs#job-summaries)
    - [Campaigns](https://knowledgebase.counta.com/knowledge/jobs#campaigns)
- [Media](https://knowledgebase.counta.com/knowledge/media#main-content)

    - [Media Accounting](https://knowledgebase.counta.com/knowledge/media#media-accounting)
    - [Media Summaries](https://knowledgebase.counta.com/knowledge/media#media-summaries)
    - [Media WIP Take Up](https://knowledgebase.counta.com/knowledge/media#media-wip-take-up)
    - [Media Reports](https://knowledgebase.counta.com/knowledge/media#media-reports)
    - [Media Setup](https://knowledgebase.counta.com/knowledge/media#media-setup)
    - [Media Insertion Orders](https://knowledgebase.counta.com/knowledge/media#media-insertion-orders)
    - [Media Estimates](https://knowledgebase.counta.com/knowledge/media#media-estimates)
- [Accounting](https://knowledgebase.counta.com/knowledge/accounting#main-content)

    - [General Ledger Accounts](https://knowledgebase.counta.com/knowledge/accounting#general-ledger-accounts)
    - [Receivables](https://knowledgebase.counta.com/knowledge/accounting#receivables)
    - [Payables](https://knowledgebase.counta.com/knowledge/accounting#payables)
    - [Revenue Tool](https://knowledgebase.counta.com/knowledge/accounting#revenue-tool)
    - [General Ledger](https://knowledgebase.counta.com/knowledge/accounting#general-ledger)
    - [Budgets](https://knowledgebase.counta.com/knowledge/accounting#budgets)
    - [Prepayments](https://knowledgebase.counta.com/knowledge/accounting#prepayments)
- [Master Files](https://knowledgebase.counta.com/knowledge/master-files#main-content)

    - [Prospects](https://knowledgebase.counta.com/knowledge/master-files#prospects)
    - [Clients](https://knowledgebase.counta.com/knowledge/master-files#clients)
    - [Employees](https://knowledgebase.counta.com/knowledge/master-files#employees)
    - [Task Types](https://knowledgebase.counta.com/knowledge/master-files#task-types)
    - [Suppliers](https://knowledgebase.counta.com/knowledge/master-files#suppliers)
    - [Contacts](https://knowledgebase.counta.com/knowledge/master-files#contacts)
    - [Update](https://knowledgebase.counta.com/knowledge/master-files#update)
- [Setup Files](https://knowledgebase.counta.com/knowledge/setup-files#main-content)

    - [Report Setup](https://knowledgebase.counta.com/knowledge/setup-files#report-setup)
    - [Set Up Options](https://knowledgebase.counta.com/knowledge/setup-files#set-up-options)
    - [User Access Groups](https://knowledgebase.counta.com/knowledge/setup-files#user-access-groups)
    - [Currencies](https://knowledgebase.counta.com/knowledge/setup-files#currencies)
    - [Tax Codes](https://knowledgebase.counta.com/knowledge/setup-files#tax-codes)
    - [Withholding Tax Codes](https://knowledgebase.counta.com/knowledge/setup-files#withholding-tax-codes)
    - [Bank Feed](https://knowledgebase.counta.com/knowledge/setup-files#bank-feed)
    - [Custom Codes](https://knowledgebase.counta.com/knowledge/setup-files#custom-codes)
    - [Approval & Posting Settings](https://knowledgebase.counta.com/knowledge/setup-files#approval-posting-settings)
    - [Custom Data](https://knowledgebase.counta.com/knowledge/setup-files#custom-data)
    - [Office](https://knowledgebase.counta.com/knowledge/setup-files#office)
    - [Company Settings](https://knowledgebase.counta.com/knowledge/setup-files#company-settings)
- [Setup Options](https://knowledgebase.counta.com/knowledge/setup-options#main-content)

    - [Accounting Options](https://knowledgebase.counta.com/knowledge/setup-options#accounting-options)
    - [General Options](https://knowledgebase.counta.com/knowledge/setup-options#general-options)
    - [Report Setup](https://knowledgebase.counta.com/knowledge/setup-options#report-setup)
    - [Other Options](https://knowledgebase.counta.com/knowledge/setup-options#other-options)
    - [Timesheet Options](https://knowledgebase.counta.com/knowledge/setup-options#timesheet-options)
    - [Currencies](https://knowledgebase.counta.com/knowledge/setup-options#currencies)
- [General Ledger](https://knowledgebase.counta.com/knowledge/general-ledger#main-content)

    - [Journals](https://knowledgebase.counta.com/knowledge/general-ledger#journals)
    - [General Ledger Accounts](https://knowledgebase.counta.com/knowledge/general-ledger#general-ledger-accounts)
    - [General Ledger Reports](https://knowledgebase.counta.com/knowledge/general-ledger#general-ledger-reports)
    - [Bank Reconciliation](https://knowledgebase.counta.com/knowledge/general-ledger#bank-reconciliation)
    - [WIP Take Ups](https://knowledgebase.counta.com/knowledge/general-ledger#wip-take-ups)
    - [Retainers](https://knowledgebase.counta.com/knowledge/general-ledger#retainers)
    - [FX Revaluations](https://knowledgebase.counta.com/knowledge/general-ledger#fx-revaluations)
    - [Fixed Assets](https://knowledgebase.counta.com/knowledge/general-ledger#fixed-assets)
    - [General Ledger Setup & Postings](https://knowledgebase.counta.com/knowledge/general-ledger#general-ledger-setup-postings)
    - [Posting Options](https://knowledgebase.counta.com/knowledge/general-ledger#posting-options)
- [Revenue Recognition and Tools](https://knowledgebase.counta.com/knowledge/revenue-recognition-and-tools#main-content)

    - [Accrued Revenue](https://knowledgebase.counta.com/knowledge/revenue-recognition-and-tools#accrued-revenue)
    - [Deferred Revenue](https://knowledgebase.counta.com/knowledge/revenue-recognition-and-tools#deferred-revenue)
    - [Revenue Recognition](https://knowledgebase.counta.com/knowledge/revenue-recognition-and-tools#revenue-recognition)
- [Receivables](https://knowledgebase.counta.com/knowledge/receivables#main-content)

    - [Production Invoices](https://knowledgebase.counta.com/knowledge/receivables#production-invoices)
    - [Receipts](https://knowledgebase.counta.com/knowledge/receivables#receipts)
    - [Sundry Invoices](https://knowledgebase.counta.com/knowledge/receivables#sundry-invoices)
    - [Reports](https://knowledgebase.counta.com/knowledge/receivables#reports)
    - [Other](https://knowledgebase.counta.com/knowledge/receivables#other)
    - [Client Summary Invoices](https://knowledgebase.counta.com/knowledge/receivables#client-summary-invoices)
    - [Client Job Invoices](https://knowledgebase.counta.com/knowledge/receivables#client-job-invoices)
- [Payables](https://knowledgebase.counta.com/knowledge/payables#main-content)

    - [Supplier Invoices](https://knowledgebase.counta.com/knowledge/payables#supplier-invoices)
    - [Payments](https://knowledgebase.counta.com/knowledge/payables#payments)
    - [Reports](https://knowledgebase.counta.com/knowledge/payables#reports)
    - [Incoming Supplier Invoices](https://knowledgebase.counta.com/knowledge/payables#incoming-supplier-invoices)
    - [Talent](https://knowledgebase.counta.com/knowledge/payables#talent)
- [Budgets & Forecasts](https://knowledgebase.counta.com/knowledge/budgets-forecasts#main-content)

    - [Expense Budgets](https://knowledgebase.counta.com/knowledge/budgets-forecasts#expense-budgets)
    - [Payroll Budgets](https://knowledgebase.counta.com/knowledge/budgets-forecasts#payroll-budgets)
    - [Revenue Tracker](https://knowledgebase.counta.com/knowledge/budgets-forecasts#revenue-tracker)
    - [Budgets](https://knowledgebase.counta.com/knowledge/budgets-forecasts#budgets)
    - [Cashflow Budgets](https://knowledgebase.counta.com/knowledge/budgets-forecasts#cashflow-budgets)
    - [Budget Setup](https://knowledgebase.counta.com/knowledge/budgets-forecasts#budget-setup)
    - [Budget Reports](https://knowledgebase.counta.com/knowledge/budgets-forecasts#budget-reports)
- [Training Packet](https://knowledgebase.counta.com/knowledge/training-packet#main-content)

    - [Admin](https://knowledgebase.counta.com/knowledge/training-packet#admin)
    - [MDM](https://knowledgebase.counta.com/knowledge/training-packet#mdm)
    - [Time Management](https://knowledgebase.counta.com/knowledge/training-packet#time-management)
    - [Expense Management](https://knowledgebase.counta.com/knowledge/training-packet#expense-management)
    - [Job and Estimate Management](https://knowledgebase.counta.com/knowledge/training-packet#job-and-estimate-management)
- [API & Integrations](https://knowledgebase.counta.com/knowledge/api-integrations#main-content)

    - [Accountability API](https://knowledgebase.counta.com/knowledge/api-integrations#accountability-api)
    - [Integrations](https://knowledgebase.counta.com/knowledge/api-integrations#integrations)
    - [Plaid Integration](https://knowledgebase.counta.com/knowledge/api-integrations#plaid-integration)
    - [Media Finance](https://knowledgebase.counta.com/knowledge/api-integrations#media-finance)
    - [Payroll](https://knowledgebase.counta.com/knowledge/api-integrations#payroll)
    - [Project Management](https://knowledgebase.counta.com/knowledge/api-integrations#project-management)
    - [Open Banking Providers](https://knowledgebase.counta.com/knowledge/api-integrations#open-banking-providers)
- [Reporting](https://knowledgebase.counta.com/knowledge/reporting#main-content)

    - [Financial Statements](https://knowledgebase.counta.com/knowledge/reporting#financial-statements)
    - [Client Profitability](https://knowledgebase.counta.com/knowledge/reporting#client-profitability)
    - [Billings and Revenue](https://knowledgebase.counta.com/knowledge/reporting#billings-and-revenue)
- [Sales](https://knowledgebase.counta.com/knowledge/sales)
- [Media Finance](https://knowledgebase.counta.com/knowledge/media-finance#main-content)

    - [Mediaocean Integration](https://knowledgebase.counta.com/knowledge/media-finance#mediaocean-integration)
    - [Freewheel Integration](https://knowledgebase.counta.com/knowledge/media-finance#freewheel-integration)
    - [Media Finance](https://knowledgebase.counta.com/knowledge/media-finance#media-finance)
- [Intercompany](https://knowledgebase.counta.com/knowledge/intercompany#main-content)

    - [Studio](https://knowledgebase.counta.com/knowledge/intercompany#studio)
- [Talent Sponsorship](https://knowledgebase.counta.com/knowledge/talent-sponsorship)
- [Taxes](https://knowledgebase.counta.com/knowledge/taxes)
- [Implementation and Onboarding](https://knowledgebase.counta.com/knowledge/implementation-and-onboarding)
- [Work In Progress (WIP)](https://knowledgebase.counta.com/knowledge/work-in-progress-wip)
- [Expenses](https://knowledgebase.counta.com/knowledge/expenses)
- [Data Analysis](https://knowledgebase.counta.com/knowledge/data-analysis)
- [AI](https://knowledgebase.counta.com/knowledge/ai#main-content)

    - [MCP Servers](https://knowledgebase.counta.com/knowledge/ai#mcp-servers)

[![Chill listening crop-3](https://knowledgebase.counta.com/hs-fs/hubfs/AccountAbility_logo_primary_fullcolor-2.png?width=150&height=24&name=AccountAbility_logo_primary_fullcolor-2.png "Chill listening crop-3")](http://www.counta.com)

Accountability 2026

Copyright © 2026, Accountability