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Installation overview

Navigation

There are several ways to access the screens and windows you need in Accounting CS. As you become more familiar with the application, you'll figure out the methods that work best for you.
You can use the following to navigate Accounting CS:
  • Menus
  • The toolbar
  • The navigation pane
  • The
    Home
     dashboard

Menus

The menu bar at the top of the screen in Accounting CS contains several dropdowns, which all have various commands. With these commands, you can perform specific functions like opening a particular screen in the application. The name of each menu includes one underlined letter, which you can view when you press the ALT key.
To open a menu, do 1 of the following:
  • Select the menu name on the menu bar.
  • Press the ALT key plus the underlined letter in the menu name on your keyboard. For example, to open the
    File
     menu, press
    ALT + F
    .
Some menu commands have an arrow next to it. This indicates that there are more choices for that command in a cascading menu.
The availability of menu commands can vary for each individual depending on their security settings.

The toolbar

The toolbar, located beneath the menu bar, has icons to help you work in the application and perform various tasks. Select an icon on the toolbar to open the screen or run the command. Note that the icons available on the toolbar vary depending on the services that are enabled for the current client.
You can view a tooltip for an individual icon on the toolbar by hovering your pointer over the icon.

The navigation pane

The navigation pane provides a way to access specific screens for completing various tasks (based on the services that are enabled for the client). Select any of the items in the
Actions
 or
Setup
 lists to open that screen.
At the bottom of the navigation pane, there are icons you can use to switch the list of items in the frame to display
Accounting
,
Accounts Payable
,
Accounts Receivable
,
Payroll
, or
Firm
 items.
You can use hide frame and display frame at the top of the navigation pane to hide or display the frame.
When the navigation pane is expanded, it remains open on the left side of your screen. You can hide the navigation pane to create more room for the workspace. When the frame is hidden, you can temporarily display the frame by selecting the Navigation Pane. After you select an action icon, the application hides the frame again.
If the list of available actions is longer than the available space, you can use the scroll buttons to scroll through the list.

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