Decades of experience working with Nonprofits and Governments have taught us that accounting departments tend to have people who wear multiple hats. Therefore the ability to easily find multiple functions and actions is driven by an ease-of-user paradigm so that users can easily find their way around the software by using the Navigation areas on every page. The “default” Business Central behavior of always using the “Tell Me…” search window is discourages, except to find occasionally used items, or to “jump” from a displayed page to find another page for reference.
Fundamentals provides a role center called “Tangicloud Full Accounting User” for this purpose. Other role centers may be used for very specialized functions like Payroll, Jobs, RapidStart, etc., but we do not update all Business Central roles that the base application offers to the user.
Fundamentals Full Account User Role Center
– Business Central Page Header – You can personalize the colors in this bar using Office 365 settings. The actions in this bar are used frequently to search for actions, changing Settings, Searching for help and managing your login information.
- TELL ME WHAT YOU WANT TO DO – by clicking on the magnifying glass icon or pressing Alt F2 on your keyboard, you will open the search box known as “Tell Me What You Want To Do.” Go ahead. Give it a try. It’s well worth a look.
- Gear or Settings Icon – Under this icon you will have access to the tasks that allow you to personalize your settings by adding fields, Design your work area to fit your personal style (add fields, change the layout to better fit your device and more) and adjust your personal identification settings as needed.
- Help (question mark) Icon – reach detailed functional help which is also available behind all the tooltips in the software
- User Icon – either your initials or your picture from Office 365. used to login/logout and modify your account preferences.
Navigation Menus – Bold Company name on left is your link to return to “Home” from anywhere in Fundamentals. The other top-level navigation consists of one or more root menu items that expand to display links to other pages. The links are grouped into sub-menus, . The pages targeted by the links will open in the content area of the Role Center..Fundamentals has organized these to allow users to quickly work across functional areas, as well as to access common tasks such as Administration and setups of Supporting Information.
- Journals – quick access to all allowed journals for the user
- Documents – access to purchase and sales documents
- Ledgers – access to all posted transactions in ledger entries across the system
- Posted Documents – access to posted sales and purchase documents
- Allocations – set up of allocation rules
- Business Rules – setup of validation, budget control and approval rules
- Administration – commonly used administrative tasks such as managing Users, Companies, Currencies, User Defined Fields and Dimensions.
- Purchasing (Advanced App) – comprehensive access to advanced Procure-to-pay functionality
- Supporting Information – access to infrequently used supplemental data such as Payment Terms, Payment Methods and Posting Groups
Icon – try it to see the entire list of pages available to you based on your security permissions.
Navigation Bar – displays a flat list of links to other pages. The pages targeted by the links will open in the content area of the Role Center and may be viewed as :modules” or functional areas in the traditional ERP sense (e.g. Customers, Banks, Vendors).
Action Bar – This bar generally only shows while on the home page, but allows you to jump right to some of the actions you may use frequently or first thing after signing into your Fundamentals User Experience.
Headline – Displays a series of automatically changing headlines that provide users with up-to-date information and insight into the business and daily work.
Cue “Tiles” – Provide a visual representation of aggregated business data, such as the number of open purchase invoices or outstanding approval pending.
Company Logo – this displays the customer’s logo as loaded into the Company Information page.
Charts, Parts and Add-ins – examples include charts with drill down into data, Visualizations into Power BI reports, and other specialized parts like saved Account Scheduleswhichallowdesignerstopublishaccountschedulesforuserstorunfromtherolecenter.