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Installation overview

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

  1. Go to the
    View
     menu.
  2. 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
Home
 dashboard, select home dashboard on the toolbar.

Add portlets to your dashboard

  1. Select
    Select Portlets
     (or right-click and select
    Select Portlets
    ).
  2. Mark the checkboxes next to the portlets you want.
  3. Select
    OK
    .

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:
    1. Select
      View
       then select the dashboard you want to customize.
    2. Select
      Add View
       at the top of the dashboard.
    3. Go to the
      Description
       field and enter a name for the view. Select
      OK
      .
    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.

This article applies to:

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