User Home Page

Once the user logs into the system, the following Home Page is presented. Across, the top of the application, the three key regions are highlighted below:

Customization - My Account - allows the user to Customize the system to his/her preferences, manage the user accounts and other business customization functions (administrator only).

  • Please click here to learn more about this module.

Module Selection - allows the user to select the major system modules that will be used on an ongoing basis by the business. The list of modules made available here can be customized by the administrator.

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New Entries - provides easy access to create new entities in the system for the various functions of the business.

Access to the system (About Us) information and documentation (Help) is also available on the New Entries toolbar.

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Below these components is the system home page that allows easy access to the business status and associated data.