QuickLaunch Toolbar

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

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    Menus are indicate 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