How do I navigate the Accounts Business homepage?

The Accounts Business homepage has been designed to help you to complete your tasks quickly and efficiently. 

That being said, not everyone works the same way, so we've created a few different ways to navigate the homepage that allows you to choose the method that works best for you:

Flowchart
We find this to be the most efficient way to enter transactions in Reckon Accounts.  
The flowchart has been designed so that each transaction is in sequence - start at the left for your first transaction and look to the right, up and down for the next transaction in the task.  



Navigation Bar
We find this toolbar to be the most direct and easiest way to access these specific areas:

• Customers
• Suppliers
• Employees
• Reports
• Online Banking
  

Icon Bar
The Icon Bar is where you can add custom links to your favorite functions, also known as shortcuts!

To add personalised shortcuts to your Icon Bar:

• Right click the Icon Bar
• Select 'Customer Icon Bar'
• Click Add 
• Select the function and icon
  

Fill in the remaining details and click OK!



Menu Bar
Every function is accessible from the Menu Bar. Click on a title to open further options and continue making selections until you find the task or document you are looking for.



Need more help? Start your own conversation!