Accounts - The Accounts menu contains common actions for working with Express Accounts, such as Web Access, backup and restore data,Closed-to-date, switching between multiple business accounts, importing data from ExpressInvoice,Import Transactions and exiting Express Accounts.
Sales - From the Sales menu you can create a new invoice, apply a customer payment, and view a list of invoices, as well as create quotes, sales orders and credit notes.
Purchases - The Purchases menu contains all actions related to purchasing and payment. It includes links for creating a purchase order, viewing purchase orders, entering accounts payable, viewing accounts payable, and entering payments for accounts payable.
Transactions - The Transactions menu allows the user quick access to transaction screens, including making payments and receiving payments, making a manual journal entry, reconciling accounts, and recalculating customers' balances.
Reports - From the Reports menu, the user can select which report they want to view.
View - From the View menu, the user can view lists of customers, suppliers, invoices, the chart of accounts, and more.
Tools - The Tools menu is where recurring invoices, orders, and statements are run from, if they are not available in the explorer bar. It's also where the Options dialog can be accessed, and where you can register Express Accounts.
Help - The Help menu contains a link to the Express Accounts Help documentation, links for the Express Accounts webpage, technical support, related programs, and other links you might find useful.
The toolbar will update depending on which tab is selected. Each tab contains the following icons on the toolbar:
Journal - Click the Journal icon in the toolbar to open the journal, where a list of all the journal entries you have made is displayed.
Reports - Click the Reports icon in the toolbar to select which report you want to view.
View - Click the View icon in the toolbar to view lists of customers, suppliers, invoices, the chart of accounts, and more.
Web Access - The Web Access icon opens the web interface of Express Accounts. The Web Access can be configured from the Options ~ Web Access tab.
Options - The Options window is where many program settings can be configured and customized, including Business information, Accounting, Regional settings, Sales Taxes, Payments, Inventory settings, Page Layout, Page Styles, Invoice, Quote, Sales Order, Purchase Order, Credit Note, Packing Slip, Receipts, Checks, Statements, Web Access, and Other options.
Buy Online - Click the Buy Online icon to be taken to a webpage where you can purchase or upgrade Express Accounts.
Suite - The Suite is where you can view and download all NCH Software products.
Help - Click the Help button to open the Express Accounts documentation.
The Explorer Bar is found in the left sidebar of Express Accounts. It contains links to the most common tasks you might use, and contains links relevant to the tab view that is selected. Clicking the heading of each section will expand or collapse the links in that section, making this section customizable to your needs.
To-Do - The links you find in the To-Do section of the Explorer Bar will vary depending on how many times you have used Express Accounts, if you are scheduled to run recurring payments or invoices, or if Express Accounts thinks it is time to back up your data.
The flow chart in the main screen of Express Accounts, or the control panel, gives you yet another quick way to access the most commonly used features in Express Accounts. Each group and the arrows between the boxes help guide you through common accounting practices for the different aspects of your business. The boxes shown will be relevant to the tab view that is selected to provide quick access to the features of the task you are performing.
Each tab contains links to the related accounting functions listed for the tab. The toolbar, explorer bar, and control panel will update each time a new tab is selected.
Accounts Tab
The Accounts tab opens a menu with links for common actions for working with Express Accounts, such as Web Access, backup and restore data, switching between multiple business accounts, and exiting Express Accounts.
Home Tab
The Home tab contains links to the most common function you'll use in Express Accounts. For example, look at the Explorer bar, which appears in the left sidebar. For the Home Tab, the explorer bar contains links to the following:
Directly under the explorer bar is a quick-glance at the balances of your accounts, your business's income and profit.
Sales Tab
The Sales tab contains links to sales-related functions in Express Accounts. For the Sales Tab, the explorer bar contains links to the following:
Directly under the explorer bar is a quick-glance at the sales activity of your business from the last month, and the accounts receivable balance.
Purchases Tab
The Purchases tab contains links to purchasing-related functions in Express Accounts. For the Purchases Tab, the explorer bar contains links to the following:
Directly under the explorer bar on this tab is a quick-glance at the expense activity of your business over this month and the last, as well as any balance in your accounts payable.
Banking Tab
The Banking tab contains links to banking-related functions in Express Accounts. To quickly reconcile accounts, click one of the links under the Reconcile Bank Accounts heading. Clicking the link for Bank Account #1 will open up a Reconcile Account dialog set up to reconcile the Checking Account, and the link for Bank Account #2 will be set up to reconcile the Savings Account, but you can select a different account once the dialog is open, if needed.
Directly under the explorer bar on this tab is a quick-glance at your business's bank accounts.
Reports Tab
The Reports tab displays a list of all reports available within Express Accounts. The area under the explorer bar displays a quick-glance of your business's net assets and the profit earned during this month and the last.