The AccountRight interface has been refreshed to make it easier to use and navigate. Click a heading below to find out more about these enhancements.
The look and the functionality within existing command centres has changed. All the functions you are familiar are there, but you will also see some new functions.
The command panel, located at the bottom of each command centre, has been redesigned and now includes Business Insights. Previously, you accessed Business Insights from the Accounts command centre.
Note that the enhanced Business Insights feature replaces the Analysis panel. For more information, see Business Insights enhancements.
Apart form looking different, finding and viewing your information in is easier. The following describes changes in how you select records, view information and perform tasks.
Previously, when you typed a record name or code that wasn’t available and pressed Tab, a Select from List window would appear. Now, the list of records appears below or above the field so you can quickly select from the list or create a new record. You can sort and resize the columns and resize the list box to make it easier to find the record you want to use.
Task buttons can now be found on a toolbar at the top of the windows. The help button (
) is now located in the top right corner of the window.
) is now located in the top right corner of the window.
Zoom arrows, displayed next to various fields, allow you to display more detailed information about a specific entry such as a transaction or customer record.
Previously, a white zoom arrow (
) indicated that you could make changes to the detailed record. A grey zoom arrow (
) indicated that this information was read-only.
) indicated that you could make changes to the detailed record. A grey zoom arrow () indicated that this information was read-only.Now, a changeable transaction is indicated by a blue zoom arrow (
), while a grey zoom arrow (
) indicates a read-only transaction.
), while a grey zoom arrow () indicates a read-only transaction.Previously, you could only search your items list and cards list. You can now search all of your lists, including accounts, jobs and categories.
To search a list, open the list window, such as the Jobs List window, and type the text or number you want to search for in the Search field. The list entries that match your search are displayed and updated as you type.
You can now sort most information displayed in your list windows. Click on a column heading to sort the list entries by that heading attribute. A triangle next to a column header indicates whether the list is sorted by that attribute in ascending or descending order. Click again to reverse the sorting order.
When you right-click your mouse in the Card Information window or the Reconcile Accounts window, a menu of related tasks appears. This gives you quick access to most tasks related to your contacts and your bank reconciliation. This feature replaces the Action menu in these windows.
For example, you can right-click in the Card Information window for your customer to access features such as creating a letter or entering a contact log entry. There are also other menu items available to make data entry faster, such as entering transactions and printing options.
