Dillner's Accounting Tools > section > Basic
The Companies or Tasks pane can be pinned or closed according to your preference. To close the pane when pinned, click on the X at the right of the Title Bar. To restore the pane, select View>Company List. When the Company List is unpinned, a tab appears on the side of the program and the list will be hidden during data entry. Move the mouse over the tab to slide the list into view. Additional Groups may be set up in the Workspace to show only selected clients. A group may be set up for each bookkeeper and/or supervisor with only clients applicable to that employee appearing in the list. Client Groups are available to all employees by default. The Company List/Workspace pane can be detached from the program frame by clicking on the Title Bar of the Workspace pane and dragging it away. If this happens inadvertently, select View>Company List to automatically reattach it. Security may be activated. When security is activated, each group is assigned to a specific employee. An employee will only see groups assigned to him or her. All groups are available to the Admin or Accountant user. To activate Client Group Security, log in as the Accountant user, open any client files and select Setup>Options>Accountant. Set the Value for Client Group Security to Yes. Use the Task Manager to create client-specific processing checklists. Click to check the boxes, indicating completed tasks. Closing a period will clear all check marks. Access the Task Manager by selecting View>Task Manager, or by clicking on the Task tab next to the Companies tab at the bottom or left side of the Workspace. A Task, Text item, Separator, or URL may be inserted into the Task Manager.
Companies and Tasks
Companies Pane
To add a new Client Group:
Task Manager
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