The working screen area
As illustrated in the picture below, the working screen area contains several elements:
Menu bar
Located at the top of the Desktop window, the menu bar gives you access to all the modules available in Akuiteo.
You can find these modules in the Main menu widget of the home page. It enables you to quickly access all features.
"Standard" menus such as File, Edit and Help are also available. They allow you to save your objects, create new invoices or access the online help.
Note that the content in the Edit menu varies depending on the screen displayed to better suit your specific needs.
Action bar
Under the menu bar, the action bar gives you a quick access to the main features available in the various modules (save, search, update, etc.) as well as to specific icons depending on the screen displayed.
Tabs and sub-tabs
Each screen (search, display, modification, etc.) can be accessed via a tab. To switch between screens, you just have to click on the relevant tab.
To quickly close tabs, right-click on a tab and select:
- Close, to close the active tab
- Close other results, to close all tabs at once, except for the active one.
- Close all, to close all tabs.
From the File > Close tabs that are not being changed menu, you can also close displayed tabs all at once to only keep open tabs that are being modified.
Screen
It is located in the middle of the main working screen area. The screen contains all the information about a record in the Desktop. The title on the screen can be different from the one indicated on the tab or sub-tab and can contain additional information (e.g. project state). Each screen or record is unique and represents one data. Therefore, you cannot open two identical screens at the same time. (e.g. Doe customer's record sheet).
Section title
Sections are the most detailed elements in the Desktop. Their title is written in gray and can be found at the top left of each section. Each section contains a set of information. The user enters data in these sections.
Context bar
It is located at the bottom of the window and displays information about the current session's context, such as the connected user, the company, the interface's language or the server's name.
Click on the building icon to modify the Legal entity to know and/or change the company and the entity; the Accounting period to know and/or change the accounting time period; the Journals to indicate the different journals to use.
This icon also enables you to set another Work date. The new date will therefore be taken into account when:
- Creating sales quotations, orders, deliveries, billing tables, invoices and customer credit notes,
- Creating purchase quotes, orders, receptions, billing tables, invoices and supplier credit notes,
- Receiving subcontracting purchase orders,
- Receiving orders and order deliveries,
- Reviewing and canceling sales and purchase orders,
- Dealing with payment receipts and disbursements.
A text in red displayed in the status bar below will help you know, at any time, the date taken into account.
Minimized search
It is available at the bottom right of the Desktop. When you start a search, the results can be accessed from the bar. As such, you can quickly retrieve your previous searches by clicking on the icon.
- Hover over the icon to display the searched objects.
- You can remove it by right-clicking on the icon. There are as many search icons as there are searches.