Accounting Seed has highly customizable navigation. This article attempts to give you an overview of the common navigation paths throughout the application. Please note that if any of the items are missing from your view it is most likely the case that you do not have the correct permission set assigned to your user license.
The app launcher allows you to launch different applications quickly and easily. Accounting Seed provides a custom application for you when installing, but you can make as many applications as you like. Apps can be re-ordered just by dropping and dragging them in your screen. Under the Apps selection is the “All Items” List. This is a comprehensive list of all data tabs in the application. You can also search for a specific data tab or item by using the Search Bar above the Apps.
An application is a group of tabs that you would like to appear in the same menu bar. When you install Accounting Seed an accounting application is automatically created for you, but you can create your own as well. If you select the Accounting Application the Ledger Manager will appear in the bottom utility bar if you have multiple ledgers enabled. When you set the ledger in the utility bar, all transactions that you initiate will inherit the set ledger selected in the ledger utility bar.
The Accounting Home Tab is a single interface to reach all of the tabs related to processing transactions, maintaining data, and setting up Accounting Seed. The tabs are grouped by functional areas such as Cash In, Cash Out, and Orders and Inventory. The tabs under each group are listed in the order that transactions are typically processed in the system, with setup items for the particular area at the bottom.
A Data Tab is just a location to enter and view a specific data record. For example, billings, cash receipts, and deposits are all data tabs. At the top of a data tab, you can quickly enter a new record, see your most recently viewed records, or select a list view to view. A list view is a view of a specific data table and is covered in the next section.
A list view is a report of data that meets specific selection criteria. For example: "All Vendor Invoices that are unapproved" or "All Open Sales Orders". List views have completely flexible selection criteria and any data fields on the related object can be displayed on the list in any order you prefer. A list view can also be configured for data that you own, as well as all data owned by others. List views can also be private or shared with others. Many list views have selection boxes with actionable buttons at the top of the list view. For Example, on the billings list view you can select billings to send in batch. You can also select and update fields in mass on a list view for several data fields like pick-lists, checkboxes and text. List views support up to 200 record selections at one time.
Data Record Page
A Data Record Page is how data for a specific record is displayed to the user. Accounting Seed offers many types of page layouts with multiple columns and sections. All pages can be customized or you can create your own record pages from scratch. More on this is covered in the customization overview section. Accounting Seed follows a standard page layout when the app is installed. Let's look at a billing record for example. All of the record buttons are at the top of the page. They can be shown next to each other or stacked. The record information section is in the left narrow pane in the window with activities and recent items below it. On the right side all of the related data records are shown in a list with notes and attachments shown at the bottom. The related quick links allows for hovering and display of up to 10 fields when hovering over a related list.
In the header bar you can perform a global search for a string of data throughout the system. Your favorite reports and data records can be tagged for easy access in the favorites drop-down menu. Under your profile settings personal settings for email and communication can all be configured. Clicking on the gear icon will take you to the Setup menu sidebar for all general configurations.
Setup Menu Sidebar
The Setup Menu Sidebar is used for all general configurations of your instance, which includes many options. A search utility at the top can quickly guide you if you know what you are looking for. Some commonly performed configurations in the Setup Menu Sidebar are:
- Creating Custom objects
- Creating custom fields on existing objects
- Importing data via the import wizard
- Creating workflow rules
- Creating approval processes
- Setting up currencies
- Setting up users and assigning permissions