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Free trials & demos
Use dashboards
Customize your dashboards to create a personalized workspace that puts all your essential information in 1 location.
Accounting CS
offers 4 customizable dashboards: Home, Firm, Staff, and Client. These dashboards help you get important information in 1 place using portlets. You can display:- System information
- Web pages
- Firm-wide news feeds
- RSS feeds
- Tax & Accounting Community
- CS website and Help Center
- Accounting CS resources
- PPC and Checkpoint websites
- Accounting CS news
note
- Your Home and Staff dashboards are private – only you can see them.
- When using the Workpapers service (with the optional Accounting CS Workpapers license), a 5th dashboard enables you to view specific data for the selected client.
- If you use Virtual Office CS, web browsing is limited to Thomson Reuters sites to comply with your firm's policies.
Open a dashboard
- Go to theViewmenu.
- Select the dashboard you want (for example, Home Dashboard).
The Home dashboard
The
Home
dashboard is a customizable view that offers access to many frequently used features, including links to various application functions and to helpful resources, and it displays important application information and, if you choose, industry news.To view the 
on the toolbar.
Home
dashboard, select on the toolbar.Add portlets to your dashboard
- SelectSelect Portlets(or right-click and selectSelect Portlets).
- Mark the checkboxes next to the portlets you want.
- SelectOK.
Customize your dashboard
- You can drag and drop portlets to rearrange them.
- You can resize portlets by dragging their edges.
- You can create separate views or stack portlets in tabs for better organization:
- SelectViewthen select the dashboard you want to customize.
- SelectAdd Viewat the top of the dashboard.
- Go to theDescriptionfield and enter a name for the view. SelectOK.
note- An additional tab appears on the dashboard with the name that you entered for each view that you add.
- A name is required for each view that you add. You can't have duplicate views with the same name. The tab for the original dashboard view is called Main.
- Each view will be available unless you delete it.
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Installation overview
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