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Accountants Enterprise only

The System Calculator is a simple four function calculator that may be used within all application ledgers by clicking the Calculator Calculator_icon.jpg icon.

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Calendar

Accountants Enterprise only

To open the calendar click Tools > Calendar.

INSERTIMAGE Calendar.jpg 

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Toolbar

Accountants Enterprise only

How to customise the Toolbar

The system toolbar provides access to frequently used menu options. Tool tips are provided. You can configure the toolbar for your own requirements. All users are able to add and remove toolbar access to menu commands and, if you have the necessary security level, you are able to add internal and external commands.

You can customise the toolbar by accessing the Configure Toolbar window. This window allows you to add or remove icons and to rearrange them on the toolbar.

Also refer to How to Reset the Toolbar to the default setting.

To customise the toolbar:

    1. Double click anywhere on the toolbar (except on an icon).


      The
Configure Toolbar
      window opens.
    1. Select from the required function from the Configure Toolbar window as described here:

      • Toolbar Buttons: Displays the current toolbar configuration.

      • Buttons: Displays all available icons fr5om which to select.

      • Close: Closes the Configure Toolbar window.

      • Create: Creates or duplicates a toolbar item. Refer to How to Add an Icon to the Toolbar

      • Update: Updates the current configuration.


      For example, you can change an existing toolbar icon. To do this, click on an item in the
Toolbar Button
       list and then click on the new button required from the
Button
       list. After each icon change, click
Update
       to commit the change.
      • Remove: Removes a toolbar icon from the toolbar configuration. Refer to How to Remove an Icon from the Toolbar

      • Move Up: Moves the selected toolbar option up one position in the Toolbar buttons list. The selected icon moves one position to the left in the current toolbar configuration.


      For example, highlight the toolbar icon from the
Toolbar
       buttons list and click
Move Up
      .
      • Move Down: Moves the selected toolbar option down one position in the Toolbar buttons list. The selected icon moves one position to the right in the current toolbar configuration.


      For example, highlight the toolbar icon from the
Toolbar buttons
       list and click
Move Down
      .
      • Define: Allows authorised users to define a new command for the command list. This may invoke an application command or create a link to an external application (such as MS Word).


      You select the
<command>
       option from the Command list and then click
Define
    .
    • Command: Provides a drop down list of available commands.

  1. Click Update to display the new icon on the toolbar.

  2. Click Close.

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How to Add an Icon to the Toolbar

Accountants Enterprise only

You can customise the toolbar by accessing the Configure Toolbar window. This window allows you add or remove toolbar icons and to rearrange the order of icons on the toolbar.

To add an icon to the toolbar:

    1. Double click on a blank area of the Toolbar.


      The
Configure Toolbar
       window opens with the last item in the
Toolbar
       
buttons
       list highlighted.
    1. From the Command drop down list, select the required toolbar command.

    2. From the Buttons list, select the icon to associate with the command.

    3. Click the Create button.


    The new entry is displayed with the new icon and command.
  1. Select the Move Up or Move Down button to place the new icon where you want it on the Toolbar.

  2. To close the Configure Toolbar window, click the Close button.


The amended Toolbar displays.

Back to Toolbar

How to Remove an Icon from the Toolbar

Accountants Enterprise only

You can customise the toolbar by accessing the Configure Toolbar window. This window allows you add or remove toolbar icons and to rearrange the order of icons on the toolbar.

To remove an icon from the Toolbar:

    1. Double click anywhere on the Toolbar (except on a specific icon).


      The
Configure Toolbar
      window opens.
    1. Select the icon to be removed.

    2. Click the Remove button.


    The icon is removed from the Toolbar.
  1. To close the Configure Toolbar window, click the Close button.

Back to Toolbar

How to Reset the Toolbar to the default setting

Accountants Enterprise only

If you have customised the toolbar, any new icons in the set of default icons installed will not be visible to you until you Reset the toolbar to the default condition.

For example, the PDF and Share It icons are now standard on the Print Preview toolbar. To make these new icons visible in a customised toolbar:

  1. With the Tax ledger open, double-click on 'empty' space on the toolbar (that is, not on an icon).

  2. Select Customise.

  3. Highlight the Print Preview toolbar. If there is a tick against the toolbar, click the checkbox to remove it.

  4. Select the Configure tab.

  5. Click Reset. If the Reset button is not active your toolbar is standard.

  6. Select ‘Yes' to confirm that you wish to continue with the change.

  7. Your Print Preview options now show the default values including the any new icons.

You must reapply any customisation you still require.

Back to Toolbar

 
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