The Main Menu is where all Enquiry, Maintenance and Data Entry programs are accessed within BBS.
The Main Menu is the screen which you can navigate to all the other areas of the system. Each program you open from the menu will open in a new screen allowing you to have multiple programs running at any one time. Most programs will only allow you to open one session of that program at any one time, however some enquiry screens allow you to open multiple copies of the same program (eg. you may have as many Inventory Enquiry screens open as you like, but only one Bank Deposit Entry screen).
Programs and reports are sorted into folders by module and feature. Items in the Menu tree with arrow icons to the left of the text are sub-menus. Double clicking one of these items will expand and contract the items within that sub-menu. All items within the tree with icons other than the arrows are programs and reports that can be launched.
 Main Menu
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BBS allows users to have multiple screens open at any one time. The main menu stays on screen and other screens that have been selected will open on top of each other until closed. Each screen will appear on the task bar of your computer so you can easily switch between them. If you try to reopen a screen that is already open, and that screen only permits a single session of it to be opened at any one time, BBS will let you know that it is open and ask if you would like to return to that screen.
It is possible to navigate from within one screen to another creating a 'stack' of open screens on top of each other. To return to a previous screen in the stack, you will need to close the top most screen or screens. For example, if you open up the Global Customer Enquiry and navigate to a customers's invoice and open it in the Sales Invoice Enquiry, you will have to close the Sales Invoice Enquiry to return to the Global Customer Enquiry.
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From the system menu you can access such features as BBS Remote Support to enable remote assistance from your software support consultant, as well as the refresh menu which allows you to reload the menu in the event that your software support consultant changes your menu items. From this menu you can also access the System Status, the BBS Accounting Website and other system utilities. Most items in the System Menu are disabled for standard users. Under the ‘User Preferences’ sub-menu, you can change your BBS login password, as well as toggle the ‘Enter as Tab in Fields’ option for your login.
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Changing your BBS Login Password
Your BBS login password can be changed at any time by selecting the System Button on the Main Menu (as shown as no. 8 above), after selecting User Preferences, then Change Password the Change Operator Password box will appear.
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You can search the menu by entering keywords to find items on the menu if you cannot remember their exact location. Click the Search Menu button on the Main Menu and type in a keyword to search. The search menu feature will only search the menu you are currently viewing (eg. if you click search menu while on the Main Menu screen, it will not display results from the Reports Menu.) |
 Search Menu Screen |
Launching Programs and Reports
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To launch a program or report from the Main Menu or Reports Menu simply double click on the item or the text for the program or report you wish to launch. You can also use your UP and DOWN arrow keys on the keyboard to scroll up and down the menu and the LEFT and RIGHT arrow keys to open and close the sub-menus on the Menu Tree. Once you have the item you wish to launch highlighted, press the ENTER key on your keyboard to launch it. |
The system status displays what programs and report each user on your system is currently running. The System Status can be viewed by selecting ‘System Status’ from the System Menu on the Main Menu. Enter a ‘Search for’ value to perform a keyword search on the entries displayed in the list.
 System Status Screen
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To log out of BBS Accounting click the Log Out button on the Main Menu, or to exit click the Exit button.
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Changing Company or Processing Date
Users can change the the company they are logged in to, or the processing date by selecting the Change Company & Date button on the Main Menu screen. To change the company or processing date, all other BBS screens will need to be closed.
When the date has not been selected as today's date it will show in BBS in bold and red.
A single BBS program or report can be opened with a different processing date by right clicking the item on the main menu tree and selecting Open on Different Processing Date. This allows users to process transactions in a certain module on a different date, or in a different period, without having to close all open screens and change the processing date on the menu.
All BBS screens will check that users is able to process transactions on the selected date before allowing them access. For example, users cannot enter debtors transactions outside of the current debtors period, and if an accounting period has been locked, users will be required to provide a level 1 password to gain access. For more information on locking accounting periods please see Lock Accounting Periods. |
Users can add and remove items from their own User Menus. A ‘User Menu’ can be thought of as a set of favourite menu items for a user, and appears at the top of the menu tree for that user login. User menus can be created and altered via the Right Click options on the main menu screen.
Right clicking on a program or report on the Main Menu, Reports Menu or the Custom Programs/Reports menus, will allow users to add the item to their user menu, either at the Top Level, in an existing folder, or in a New Folder.
Right clicking on a program or report on users Menu will allow users to move it up or down, move it to the Top Level of users Menu, to a New Folder or to another existing folder. users can also delete the item from users Menu, or rename the item.
Right clicking a folder on users Menu will allow users to delete the folder and all items in the folder, or rename the folder.
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