iAccess Menu
The iAccess menu includes options to open the different workspaces in the application, as well as show To-Dos, settings, and online help.
Click one of the following menu items to navigate to a specific workspace:
- Weekly Time Sheets
- Daily Time Sheets
- Expenses
- Mileage
- Favorites
- Absence
- Employee Record
- Approval Center
- Absence Approval
- Allowance Approval
- Jobs submenu
- Dashboard
- Jobs
- Estimating
- Budgeting
- Quotes
- Risk Management
- Progress Evaluation
- WIP Invoice
- Invoice on Account
- Reports submenu
- WIP Aging
- Profitability Budget
- A/R Transactions
- Draft Invoices
- Job Invoices
- Job Reports submenu
- Job Profitability Summary
- Job Profitability Budget
- Job Profitability Budget, by Task
- Job Profitability Comparison
- Job Profitability Periodic
- Job Profitability Transactions
- Job Budget to Actuals YTD
- Job Budget to Actuals, by Task
- Job Status, by Task & Employee
- WIP Aging
- Revenue Analysis
- Customers
- Customer Invoicing
- Collections
- Customer Reports submenu
- A/R Aging
- A/R Transactions
- Customer Invoices
- Customer Profitability
- Customer Statement
- WIP Aging by Dimension
- Purchase Orders
- Invoice Allocation
- Employees
- Employee Reports submenu
- Employee Time Overview
- Utilization
- Realization
- BI Launch Pad
- Management Reports submenu
- Utilization, by Employee
- Realization, by Employee
- Realization, by Account Manager
- Job Profitability Summary, by Job
- Customer Profitability, by Customer
- Profit and Loss
- Profit and Loss, by Dimension
- A/R Aging
The following table describes additional buttons found in the menu:
| Button | Description |
|---|---|
|
Click to hide/display the list of workspaces in the menu. |
|
Click to access your list of To-Dos. Click on the number (in this instance, 7), and a drop-down list displays the To-Dos. You can then select one and take action. |
|
Click to open the iAccess online help system.
|
|
Click to open the system settings options for the user. |