And this is how it works...
Where can I find this function?
Thanks to the well thought-out navigation, you can easily switch directly back to the trust view, regardless of which module you are in, and always see which client you are currently with.
In addition, the functions under the Accounting menu item have been rearranged so that daily tasks can be processed more quickly.
Navigation - Tenant management
Your account settings, help & feedback as well as the launcher is now at the bottom right of the navigation area.
a. Reminder: The launcher can be easily opened from any menu with a dot ".".
If you click ⨠OPEN on the client, you will be taken directly to the client view.
You can switch between clients from any menu without going to the fiduciary view first.
Here you can see at any time which client you are currently with.
The order of the functions is now more clearly arranged and makes it easier to work through the daily tasks.
Accounto for PowerUser
Quickly switching from the trust view to the client and back again saves time and increases efficiency.
In addition, the three most important menu items in the accounting module have been moved to the top. This gives you much faster access to the three most important elements in bookkeeping: check bookings, reconciliation and the booking rules.
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