User Interface

The menu bar provides options according to your security level:

For the standard user, some menu items have restricted access. The standard user security level provides these menus:

• File, refer to The File Menu below.

• Edit

• View (also refer to )

• Tools

• Help

In addition to these the Supervisor level security has access to:

• Manage, refer to The Manage Menu below.

The File menu

The tasks in the File menu differ depending on what is selected from the Navigation bar and the operations you are able to perform depend on your security level. The File menu includes:

Option	Description
New	Creates a new entry of the type listed. When the ledgers are listed, you may select to create an How to Create New Ledgers, a Creating Shortcuts or a Creating Folder Links.
Open	Opens whatever is currently highlighted. That is, if the list of Folders is displayed the highlighted folder is opened. Alternatively, double click on the entry to open it.
Delete	Highlight the ledger, folder, user account, Page Setup or Folder and click File > Delete. Alternatively, Delete can be selected from the right click menu for any of these components. Your security level will determine whether you can delete certain entries.
Properties	Displays the properties for this ledger, user account, folder, page setup, event log entry etc. Event logs are system generated.
Page setups	Opens the How to Add a Page Setup window and allows you to select a default page setup. The shortcut key is [Ctrl+P].
Print	Opens the Print index window and allows you to print your Ledger list. You are able to print to the screen, a printer or to a file.
Export	Opens the How to Export Ledgers window and allows you to export the selected ledger to another installation of the software.
Backup	Opens the How to back up data wizard and creates a backup of the currently selected ledger to a chosen backup media.
Restore	Opens the How to restore a ledger wizard and allows you to restore ledger files from a chosen media to a selected location.
Login as	Opens the Access Gateway window and allows you to User Maintenance#HowtoLoginasAnotherUser.
Exit	Allows you to close the application. Shortcut key [Alt+F4].

By default the Work area displays the list of application Ledgers. Users with necessary security level, are able to change the appearance of the work area. Depending on the settings selected for the Start option on the Preferences tab under User Accounts, the work area will open showing:

• List of application ledgers (this is the default after installation)

• Folders

• page setups

• User Accounts 

• Event Log

• System Calculator

• Calendar

• Keyboard Shortcuts for Tax

Your browser list may appear differently depending on the view setup by selecting View > The Folder View Window.

As can be seen in this sample, the status bar shows:

• the current version of the software
• the page setup. Double the page setup to open the Select Page Setup window to select a different page setup.
• time. Double click the Time to open the Date/Time Properties window.
• if CapsLock is on or off. Double click the CAPS area to toggle CAPS on and off.
• if NumLock is on or off. Double click the NUM area to toggle NUM on and off.

The navigation bar is turned on or off from the View menu and provides access to:

My folders

By default, My Folders has two options:

• Search

• Ledgers - Click Ledgers to display a full list of your ledgers in alphabetical order.

The My Folders tab displays the Folder links for the Folder that is open.

Administration

The Administration section of the navigation bar provides access to:

• User Accounts

• Page Layout Tab

• Folders

• Event Log

These functions can also be accessed via the pull-down menus.

The options displayed in the Administration section cannot be customised.