Task Bar
The Task Bar above, marked in red, is shown when you click Home at the toolbar.
The Task Bar provides you with one–click navigation to main features.
Using the Task Bar you can customise your Home Page to display information you need to access quickly or at a glance.
- To minimise the Task Bar, click Close
from the top right side of the screen. - To view Task Bar again, click Expand
from the top right side of the screen.
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Overview
As you navigate through the application and perform various tasks the information on the Task Bar changes. Clicking a Toolbar icon displays associated Task Bar options.
Depends up on licenses and plug-ins installed, the Toolbar will show all or some of the options below:
Clients
When you click Clients on the Toolbar, depends up on licenses and plug-ins installed, the Task Bar under menu Tasks will show all or some of the options below:
Contacts
When you click Contacts on the Toolbar, depends up on licenses and plug-ins installed, the Task Bar under menu Tasks will show all or some of the options below:
Assignments
When you click Assignments on the Toolbar, depends up on licenses and plug-ins installed, the Task Bar under menu Tasks will show all or some of the options below:
Employees
When you click Employees on the Toolbar, depends up on licenses and plug-ins installed, the Task Bar under menu Tasks will show all or some of the options below:
Smart Reports
When you click Smart Reports on the Toolbar, the Task Bar under menu Tasks will the options below:
The Task Bar changes again when you search for a record and the specific details page opens. The Task Bar is explained with each details page.
Launching an Application
CCH iXBRL Review and Tag
If the CCH iXBRL Review and Tag and the Companies House submissions are licensed, the user can access those module by clicking on Clients from the Toolbar, then click on the main menu Other Applications.
Click on the icon Launch iXBRL which opens the tab for the CCH iXBRL Review and Tag module.
Click on the icon Co. House Submissions to open the Companies House filling history and status tab.
Third party applications
You can set up access to third party applications. The short cuts will be shown on the Task bar when the Find Clients tab is selected (click on Clients from the Toolbar).
