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Using the Maintenance Map

Select Maintenance > Maintenance Map on the main menu to open the Maintenance Map.

The Maintenance Map provides a graphical view of the Maintenance menu. When the page opens, the Search Name/Description field is displayed at the top, while large icons are displayed under their respective sub-menu headings. The entire menu is displayed by default. All sub-menus are listed on the Tasks bar under Groups.

To use the Maintenance Map:


The Search Name/Description field is only displayed when all groups are listed on the Maintenance Map. Once an icon is selected this field does not display on the sub-menus.

Related topics

Maintenance

(AE) Address/Phone

(AE) Assignments

(AE) Currency

(AO Practice Manager) Job types

(AO) Client - Family Groups

(AE) Client/Supplier

Documents

(Practice Manager) Employee

Internal

(AE) Ledger maintenance

Security

User defined

(Practice Manager) Miscellaneous

(Practice Manager) Time setup

Backup

AO Classic Settings

(AE) Tax

 

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Using the Maintenance Map

Client/Supplier (AE)

Client - Family Groups (AO)

Address/Phone (AE)

Assignments (AE)

Job types (AO)

Currency (AE)

Documents

Employee

Internal

Ledger maintenance (AE)

Miscellaneous

Security

Time setup

User defined

AO Classic Settings

Tax

Backup