Home Window - Views

Sage Simply Accounting provides two views of the Home window: the Classic view in all versions before Sage Simply Accounting 2008, and an Enhanced view with easier navigation, helpful task flow diagrams, and quicker access to records and reports. If you want to explore the Enhanced view or return to the Classic view, a single click takes you from one view to the other.

Enhanced View

The Enhanced view, introduced in the 2008 version of Sage Simply Accounting, helps you work more efficiently by putting important information at your fingertips and better organizing the tasks you need to perform. Elements in this interface include:

Pages - Located on the right side of the Home window, each page represents a module that contains all the information and tasks required for one aspect of your business, such as Customers & Sales, Vendors & Purchases, or Projects. Each user can change their default page at any time.

Navigation pane - Located on the left side of the Home window, the navigation pane opens the module pages that represent different aspects of your business.

Shortcut links - Create a list of up to 10 Shortcuts on the navigation pane to quickly perform tasks on any page of the program.

Panes - Each page is divided into the following panes: Tasks and Related Tasks, list of key records (also called List panes), and Reports. Although the panes on the right side of the page can be minimized, only the List pane expands when the Reports pane is minimized.

Shortcut menus - Right-clicking an icon on the Task pane or a record in the List pane opens a shortcut menu of select options for these items.

Toolbar buttons - The buttons on the toolbar and in some windows perform various actions, such as displaying help and advice, searching for records and transactions, printing reports, and changing options. Each user can show or hide text on their toolbar buttons.

Classic View

If you have used version Sage Simply Accounting 2007 or lower, then you may already be familiar with the Classic view. This view of the Home window has been the only view in earlier versions of Sage Simply Accounting. Elements in this interface include:

Modules - Each tab is called a module, representing different aspects of your business.

Icons - When you click an icon on a tab, you open either a record window or a transaction window. You can switch between using a single-click and double-click, depending upon your preference.

What do you want to do?

Online Knowledgebase and Assistance

Contact Sage Simply Accounting