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The toolbar, which is situated below the main menu, consists of a row of buttons which you can use to access the main parts of the application.

The following toolbar buttons are available, depending on which applications you have installed. Some buttons have drop-down menu items available when you click the grey triangle under the button.

Toolbar options

 

Option

Description

Home

Click Home to go to your default homepage view. Click the grey arrow at the bottom of the button to open a drop-down menu that shows your My Homepage views.

Contacts

Click Contacts to open the Find Clients page. Click the grey arrow at the bottom of the button to open a drop-down menu that enables you to:

    • create new contacts, clients, employees and (AE) suppliers.

    • open the Find Contacts, Find Clients, Find Employees, (AE) Find Suppliers and (AE) Find Assignment windows.

    • access the reports for contacts and clients.

Timesheet

Click Timesheet to open your Timesheet page. Click the grey arrow at the bottom of the button to open a drop-down menu that enables you to:

    • create new Timesheets, Disbursement, Practice Disbursement and (AE) Expense Sheets.

    • open the Timesheet, Disbursement Sheet, Practice Disbursement Sheet or (AE) Expense Sheet.

    • import disbursements.

    • open the WIP transfer window.

    • access the Timesheet reports.

Billing

(Practice Manager)

Click Billing to open the Draft Bills page. Click the grey arrow at the bottom of the button to open a drop-down menu that enables you to:

    • start the Billing Wizard.

    • open the Draft Bills, Bulk Invoicing, Billing History, Billing History By Partner, Bills Ready To Print and Standing Order windows.

    • access the Billing reports.

Debtors

Click Debtors to open the Debtors Ledger. Click the grey arrow at the bottom of the button to open a drop-down menu that enables you to:

    • open the Debtors Ledger, Debtors Adjustments or Debtors Receipts.

    • select and print an adjustment.

    • create a bank deposit slip.

    • open the M-Powered Import window.

    • select and print a tax receipt.

    • access the Debtors reports.

Jobs

Click Jobs to open the Job Manager.

Tax

Click Tax to open Tax.

(AE) To Dos

Click To Dos to open your To Do list.

Reports

Click Reports to open the Reports page. Click the grey arrow at the bottom of the button to open a drop-down menu that enables you to:

  • open the Reports Favourites window where you can organise and run the reports that you have designated as favourites.

  • open the Reports List.

  • export and import reports.

Practice KPI

Click Practice KPI to open the Practice Manager homepage with the KPIs shown.

Help

Click Help to access the Help Centre where you can link to other support information and the Knowledge Base.