Home Window
The Home window is the first window that you see when
you open your company's data. It reflects your security access rights to your company and changes if you decide to turn off features or hide modules.
Views
Each Sage Simply Accounting user can set their Home window to open in one of two views. Although there are some elements that are exactly the same in both views (such as toolbar menus and Quick Search box), each view has a different interface and some modules do not exist in the other view.
Advantages of Enhanced view
- One-click navigation - You can quickly move between module pages or open a Shortcut link on your navigation pane with only one click.
- Shortcut menus - Right-clicking Task icons or records in the List pane opens a shortcut menu for the selected item.
- Banking module - Account information and banking tasks, such as bank transfers, deposits, and reconciliation, are conveniently located on the Banking module.
- Task flows - Easy-to-understand task flow diagrams show you the accounting process in each module.
- Quick access to recently viewed reports - The last four reports you have opened can be quickly re-opened from any module.
- All on one page - All the tasks, reports, and information related to a specific module are displayed on one page, providing you with a more complete and meaningful picture of your business.
- Hide or show inactive records - Show inactive records on the Home window by selecting theInclude inactive ... box at the bottom of each list. This option is available on all modules except on the Company module.
Toolbar Buttons
The buttons on the toolbar and in some dialogs perform various actions, such as displaying help and advice, searching for records and transactions, printing reports, and changing options.
Restricted Access
If you set
up users with passwords in Sage Simply Accounting, you can limit their access
to certain modules or areas of the program. The Classic view of the Home window offers the following visual aids to
tell users which areas they can access:
Icons with a "no entry" symbol
next to them cannot be used.
If an icon has an "X" over a
pencil beside it, you can only view information in the window, you cannot
change it.
What do you want to do?
Switch views of the Home window
Change the session date
Change your default page
Add or remove modules
Turn on quotes for customers or vendors
Turn on orders for customers or vendors
Turn on projects for your company
Find the keyboard shortcuts in the Home window