QuickLaunch Toolbar

Introduction

When Accounts Production is launched, and a client has been selected a QuickLaunch Toolbar displays. The toolbar icons provide quick simplified access to everyday actions. For example, the process of creating a new client can be completed in a single screen. Client detail, Involvements and Shares can be viewed with a single click. The basic trial balance can be run from the main screen.

The options displayed vary according to the Client type. Each Toolbar icon has a ScreenTip which displays descriptive text when you rest the pointer over. Each toolbar option can be activated by left-clicking the mouse or use the keyboard function key which is show in brackets [ ] at the end of each ScreenTip, as shown below:

The QuickLaunch Toolbar

 

 

Menus are indicated by a small down-ward pointing triangle .

 

Summary of the QuickLaunch toolbar

QuickLaunch Option

Function Key

Shortcut to Menu Bar Item
New Client

F2

Client | New has the Menu options Simple and Standard

View Client

F3

Client | View

Director/Secretary

Trustee /Secretary

Proprietor

Partners

Officers

Undertakings

F4

Edit | Directors/Secretary

Edit |  Trustee

Edit | Proprietor

Edit |  Partner

Edit | Officers

Edit | Undertaking

Shares


Profit Shares

F5

Edit | Shareholding
Limited Companies Only - Either the Director's shareholdings window or the Share Register displays, depending on the setting for the client (Edit | Share Register Status).

Posting

F7

Posting | Post

Data Screens

F8

Edit | Data Screens

Trial Balance

F9

Reports | Basic Trial Balance   
Will automatically generate a Basic Trial Balance report straight to screen, that is, no selection screens appear.  All default selections, such as, Round accounts, Print date & time in footer and so on will apply.

Annual Report

F10

Reports | Annual  
Will display the Financial Statements - Annual Reports screen with the Report/Document field pre-populated, and showing the posting entries populated.

iXBRL Report

F11

Reports | iXBRL
Will display the Financial Statements - iXBRL Reports screen with the Report/Document field pre-populated, and showing the posting entries populated.

Submit CH E-File

 

F12

Reports | Submit CH E-File Accounts

Will launch the Submit Electronic Accounts window, showing all outstanding iXBRL submissions.

  • This screen is not client specific.

Help

F1

Help | Help