AccountingSuite™ Release Update, Imo-Inu 1, Workspace - New!
AccountingSuite™ Release Update, Imo-Inu 1, Workspace - New!
Announcing the new AccountingSuite™ Homepage Workspace!
The AccountingSuite™ upgraded operations guide with quick create sub menus and fast navigation links!
New and improved icons provide a fast visual for that feature, and link quickly to that feature’s list view or settings screen.
Icons are grouped and include arrows to clearly show each Module’s workflow, as well as provide an overall company operations process.
New sub menus provide links to quickly create transactions and List items, as well as links to quickly access commonly used Settings and Lists menu features:
Icons and sub menu access will be grayed out based on Edition availability and what has been enabled in Settings and setup:
When the grayed out icons are clicked a guided message will appear to lead you to upgrade for that feature, or enable the Setting:
User Permission(s) and Profile related restricted access, defined in Security Settings, is shown by a blurred icon. Sub menus will also be turned off if the user does not have access.
“Use as default” is now moved to the top of the page for greater visibility and access.
Toggle between all our Homepage options for Workflow, Workspace, Business Pulse and Bank.
Our original Workflow page will remain an option on the Homepage for the near future, for users who want to slowly transition to Workspace.
Related Articles
Getting Started - General Navigation
CustomBooks™ provides an intuitive interface to simplify your business operations. Here's an overview of its main navigation features: 1. Main Menu/Navigation Menu The Main Menu/Navigation, located on the left side of the screen, displays all ...AccountingSuite™ Release Updates, Husky 1
AccountingSuite™ Release Updates, Husky 1 Upgrade and Redesign of User Profiles and Security! AccountingSuite™ User Profiles and Security are completely overhauled with advanced Default and Custom Profile creation! As well as a new Security Log ...AccountingSuite™ Product Perks: August 2023 - User Roles & Security
Welcome to the latest edition of "Product Perks," where we highlight innovative solutions from our ever-evolving software! This month we are introducing you to features and tools designed to boost security and provide you with more control than ever ...Getting Started - Settings
CustomBooks™ Settings After completing the Setup Wizard, users need to review these advanced settings, as the Setup Wizard primarily covers basic and initial account configurations. In this step, you'll learn how to add users and set user profiles, ...AccountingSuite™ Release Update - German Shepherd 2
AccountingSuite™ Release Updates - German Shepherd 2 Use our new interactive Startup Wizard to set up your AccountingSuite™ Company effortlessly! Guided screens ask all the right questions to accurately map and enable the Settings you need. New and ...