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Overview of the Navigation Bar

This guide explains how the navigation bar links users to sections and pages within Accountability.

Step by Step Guide:

The navigation bar links the user to sections / pages within Accountability.

 

1. HOMEPAGE / DASHBOARD

Accountability’s configurable main page.

To configure your Dashboard, Navigate to the My Menu (User Name) and Select My Settings

2. TIME & TASKS

Time and Task include the following sections:

3. MANAGE

Manage includes the following sections:

4. APPROVE

Approve the following:

5. JOBS

Create and view:

  • Jobs
  • Talent Client Sponsorships
  • Estimates
  • Revenue Tracker
  • Resource Tracker
  • Purchase Orders
  • Internal Charges
  • Job Cost Transfers
  • Files
  • Job Reports
  • Job Summaries

6. MEDIA

View:

  • Media Schedules
  • Media Bookings
  • Media Material
  • Media Accounting
  • Media Reports
  • Media Summaries
  • Media Summaries
  • Media Master Files

7. ACCOUNTING

Create and View:

  • General Ledger
  • Revenue Tools
  • Receivables
  • Payables
  • Budgets

8. Data Analysis

  • Recurring Datasets
  • Dataset Access
  • Dataset Options

9. MASTER FILES

Create and View:

  • Prospects
  • Clients
  • Employees
  • Task Types
  • Suppliers
  • Contacts

10. SET UP FILES

Create, Change, and view:

  • Set Up Options
  • Approval Setting
  • User Access Groups
  • Offices
  • Report Set Up
  • Tax Codes
  • Withholding Tax Codes
  • Currencies
  • Custom Codes
  • Custom Data
  • Status

11. QUICK ADD:

Quickly Add:

  • Add Job
  • Add Timeline
  • Add Estimate
  • Add Purchase Order
  • Add Internal Charge
  • Add Supplier Invoice
  • Add Payment
  • Add Client Job Invoice
  • Add Client Sundry Invoice
  • Add WIP Take Up
  • Add Receipt
  • Add Journal

12. Security Access

Module and transaction access is based on the User Access Group. Data access is based on restrictions defined for employee records. Data access can be limited to a list of offices or clients and if users are a manager to a list of employees.

You can reset your password by clicking on Forgot your password? from the login page or by going to My Settings.

13. In My Settings page, expand Change password, encode the necessary details, and click Save.