Commands available in the User Interface

This text  provides an overview of the key interface elements, including the window bar, top menu bar, and icon toolbar, to help you navigate and efficiently use the software.

Window bar

Double click the window bar to change screen display size or use icon.

Top menu bar

The menu bar has drop down function lists:

• File - Import Wizard, Management Accounts Wizard, Open Client, Export, Page set-up, Print
• Edit - Cut, copy, paste, delete
• Report - Generate new Management Accounts here or from the tree 
• Window - reset screen layout
• Help - support, registration etc.

Icon toolbar below menu bar 

Shortcuts to:

• Import Wizard
• Open Client
• Save
• Create Management Accounts
• Management Accounts Drill & Freeze

Drag & Drop in the Client Folder & Document screens

If the drop is not over a location icon the  window will remain where you place it including outside the PN active screen.

• Left click on title bar.
• Drag to the now apparent hi-lighted location icons, and drop in preferred location.  The window will be placed accordingly.

Apparent loss of all folders from screen

If you close a screen or close all the client files and have a blank screen:

• Re-open via RESET WINDOW LAYOUT in the top menu bar
• Or select a report in the Client Folder tree