Getting Started This section discusses overall navigation and concepts to get you started with the Maconomy web client. There are several basic features that are used throughout the application. Related Topics:Starting the Maconomy Web Client and Logging In The login dialog box displays when you start the web client. Maconomy Web Client Menu The menu lists the different workspaces available in the application, and includes buttons for viewing notifications, settings, and the online help. Lookups Many of the time and expense sheet table columns include lookups, which allow you to select from a group of records based on your access rights, system defaults, and the use of validations. Info Bubbles Info bubbles provide more information about the contents of a field, and are available by default in the card/table part of some workspaces. Using the Keyboard You can use any of the following keyboard shortcuts when working in Maconomy. Filter and Sort Table Columns You can filter and sort column information in the table part of some workspaces. Customize Table Columns You can customize columns in all tables and list views. Your user preferences are saved on the server, and are available to you even if you switch browsers and/or devices. Tree Tables Tree tables are hierarchical tables with parent lines that have sub-lines nested underneath them. Maconomy is able to display such tables in several workspaces. Arrow icons on the leftmost table column allow you to expand and collapse parent lines as needed. Exporting Tables to Spreadsheets Users can export table data to spreadsheets using the Export to Excel icon. Assistants Assistants are side panels that expand from the rightmost portion of a workspace tab or subtab, and these serve as an easily accessible location for secondary but still important information about the current record, transaction, or line. Conversations Employees can engage in conversations about specific records from within Maconomy workspaces. Reports HomeGetting Started
Getting Started This section discusses overall navigation and concepts to get you started with the Maconomy web client. There are several basic features that are used throughout the application. Related Topics:Starting the Maconomy Web Client and Logging In The login dialog box displays when you start the web client. Maconomy Web Client Menu The menu lists the different workspaces available in the application, and includes buttons for viewing notifications, settings, and the online help. Lookups Many of the time and expense sheet table columns include lookups, which allow you to select from a group of records based on your access rights, system defaults, and the use of validations. Info Bubbles Info bubbles provide more information about the contents of a field, and are available by default in the card/table part of some workspaces. Using the Keyboard You can use any of the following keyboard shortcuts when working in Maconomy. Filter and Sort Table Columns You can filter and sort column information in the table part of some workspaces. Customize Table Columns You can customize columns in all tables and list views. Your user preferences are saved on the server, and are available to you even if you switch browsers and/or devices. Tree Tables Tree tables are hierarchical tables with parent lines that have sub-lines nested underneath them. Maconomy is able to display such tables in several workspaces. Arrow icons on the leftmost table column allow you to expand and collapse parent lines as needed. Exporting Tables to Spreadsheets Users can export table data to spreadsheets using the Export to Excel icon. Assistants Assistants are side panels that expand from the rightmost portion of a workspace tab or subtab, and these serve as an easily accessible location for secondary but still important information about the current record, transaction, or line. Conversations Employees can engage in conversations about specific records from within Maconomy workspaces. Reports HomeGetting Started