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