Default dashboard views and portlets
Customize these dashboards to create your ideal workspace in
Accounting CS
. Arrange your most-used information for quick and easy access.Dashboards in
Accounting CS
help you see multiple information sources on 1 screen. When you first sign in, you'll find these dashboards:- Home
- Firm
- Staff
- Client
- Workpapers
Open dashboards
To open dashboards:
- Use theViewmenu.
- Select the dashboard buttons on the main toolbar.
tip
The Home Dashboard opens by default. To change this, select
Setup
, User Preferences
, then the System
tab and select a different Favorite screen
.Dashboard features
- Multiple views (tabs)
- Customizable portlets (information windows)
- Resize and move portlets to fit your needs
note
Your dashboard changes only affect your sign in.
Home dashboard
- Main view: Resources and Notices
- Other views: Payroll Forms, CS Home Page, Help & How-To, Ideas Community
Firm dashboard
- Main view: Staff Availability, FileCabinet CS Documents, Internet Filing, Solutions
- Tax & Accounting Newsletters view
Staff dashboard
- Main view: Staff In/Out, Resources, Solutions, System Information
- Other views: Tax & Accounting Community, Help & How-To
Client dashboard
- Main view: Client Info, Bank Accounts, FileCabinet CS Documents, Vendors, Employees
- Includes tabbed views for financial data
Workpapers dashboard
- Tree view: Engagement Binders, Workpaper Properties, Notes
- List view: Workpapers List, Notes, Notes List
- Workpaper view: Engagement Binders, Workpaper Preview
