Screen features
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