Main Screen

The main screen contains links to any part of Express Accounts you may need to access. To return to this screen from anywhere in the web interface, click the Main link in the upper right corner at any time.

The upper right corner of the main screen contains links to log the user off, and to view the help documentation to Express Accounts. All help files refer to the main interface of Express Accounts, but both interfaces use the same labels and terminology. Under those links, Express Accounts displays the user who is currently logged on, and which business the user is currently viewing.

The main area of the web interface is the control panel. It contains links for tasks Express Accounts, including:

• Invoices - view, edit, and create invoices and recurring invoices; view and print packing slips
• Manual journal entry - create a purchase or receipt transaction and allocate to the appropriate accounts
• View journal - view journal by payment, receipt, sales, or purchases according to date; edit entries; export journal to csv
• Reconcile account - Reconcile your records to your bank's records; upload bank statement
• Quotes - view, edit, and create quotes; turn quotes into sales orders and invoices
• Sales Orders - view, edit, and create sales orders and recurring orders; turn sales orders into invoices
• Purchase Orders - view, edit, and create sales orders and recurring orders
• Customer Payments - view customer payments by date, method, amount, invoice number or payment reference
• Items - view, edit, and create items; adjust inventory with purchase and sell icons
• Customers - view, edit, and create customers records; view, print, or send customer statements
• Reports - view, print, or send any of the reports generated in Express Accounts

The right sidebar, labeled Actions, contains quick-access links to the most common tasks used in Express Accounts, including:

• Create New Invoice - create a new invoice and save as a draft, record, send, or save as recurring
• Create New Quote - create a new quote and save as a draft, record, or send
• Create New Sales Order - create a new sales order and save as a draft, record, send, or save as recurring
• Create New Purchase Order - create a new purchase order and save as a draft, record, send, or save as recurring
• Make a Payment - enter a payment; enter a check and print
• Receive Money - enter a receipt
• View Checks - enter, view, and edit checks; print checks
• Add New Item - enter a new inventory item
• Add New Customer - create a new customer record
• Add/Edit Users - create new web access user accounts (users with Administrator user privileges only)
• Adjust Settings and Options - view and configure program settings (users with Administrator user privileges only)
• Select Company Profile - switch to another business
• Change Password - enter a new password