- On the first loading page, you will find the main dashboard;
- Select three dots on the right side of each section on that dashboard. These shortcuts can help to speed up the work and access needed functions directly;
- Select three dots under Accounts watch, here you can add nominal accounts to track without going into the chart of accounts and finding a nominal code each time. If you need a budget comparison, add the extra column;
- If you would like to highlight or show extra sections, click on the top right Edit Dashboard. You will be able to tick show or hide sections on the main dashboard.
I hope you found this tutorial helpful! You can watch a video tutorial below.
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