Displayed on the top of every page to allow single-click access to expenses, transactions, reports, authorities, profile details, the online help and logging off.
| Click |
To |
| Home |
Open the Home Page. |
| Expenses |
Open the Expense Search page. Visible only if the user has Accounts or is eligible to view expenses. Enterprise Controller only able to view expense details. |
| Transactions |
Open the Transaction Search page. Account Holder able to administer transactions. Enterprise Controller only able to view transaction details. |
| Reports |
Open the Transactions by User report page. User able to generate several reports including exporting data to Excel (2003 or earlier). |
| Authorities |
Open the User Authorities page. User able to change their authority or assign their authority to others. |
| Profiles |
Open the Profile Detail page. User able to change their password, maintain their list of personal GL codes and Supervisor able to view subordinates' profile details. |
| Document Ctrl |
Open the Document Control page. Account Holder able to manage expense documentation. |
| Admin |
Open the Administration page. Enterprise Controller able to carry out all necessary administrative tasks. |
| Help |
Open the help in its own browser frame. |
| Logoff |
Log the user out of ProMaster. |
Transaction Count for... Section
Located just below the tabs, the section shows the user what tasks they currently need to carry out based on their authority.
The Enterprise Controller controls which icons are displayed here.
Outstanding Transactions/Expenses Section
Located just below the Tasks To Do section, included a list of all unlinked transactions the Account Holder needs to address.
Broadcast Messages Section
Located on the right side of the Home Page, it displays broadcast messages for activities/announcements that require user notification.
Transaction Count for... Section
Located on the bottom part of the Home Page, the section shows the process workflow for transactions from creation (new) to posting regardless of authority (i.e. common to all users). The numbers at the bottom of each stage represents the number of transactions at that point of time and for the user's security currently active. By clicking on a stage in the workflow, the actual transactions at that stage may be viewed.
The Enterprise Controller controls which icons are displayed here.
The count in Tasks To Do may vary from Status Overview at the bottom of the screen. This is due to the fact that Tasks To Do is responsible for users from the perspective of the security profile currently active, while Status Overview shows statuses across all security levels.
