Overview

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Accountants Enterprise only

The Toolbox is used to select the view options you would like to be displayed on your homepage, e.g., Job Sheet, KPI Data, etc.

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title	To set up a display on your homepage

Select a homepage from Home on the toolbar. Your homepage opens.
Click Customise homepage on the Tasks bar. The Toolbox opens.
Drag the option required (e.g., Web browser) from the Toolbox to the homepage.
Resize the option’s display by dragging the sides and corners of the table to suit your needs.

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title	To refresh/update the data display

Click Refresh on the Tasks bar. All data on your homepage is updated and re-displayed.

Available options

What you can select and do with the Toolbox may be limited by your security group.

See the following areas for full descriptions of each option:

(Practice Manager) Practice Manager Toolbox options
AE Tax Toolbox options
(Practice Manager) Job Manager Toolbox options
Common Tools Toolbox options

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Setting up your homepage

Rich text spell checker

Integration with MS Office

Page tree

Versions Compared

Old Version 3

New Version Current

Key

Available options

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Overview

Using Practice Manager

Clients and contacts

Employees

Suppliers

Assignments (AE)

Timesheets, disbursements
and expenses

Billing

Debtors

Bookkeeping

Other topics