Accountants Enterprise only
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.
Double click anywhere on the toolbar (except on an icon). The Configure Toolbar window opens.
- 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.
Click Update to display the new icon on the toolbar.