Overview Screen

Overview Screen

The Overview Screen

 

When you log into Decorus Essentials the main screen you will be presented with is the “Overview” screen.

The overview tab will cover;

 

Logout button

 

 

Clicking this button will log you off the software, it will ask you if you want to back up your data upon exiting, you can choose yes or no, or you can cancel the log out and go back into the software.

 

User List

 

 

- Clicking the user list icon will bring up the User Admin screen, from here you can add a new user or edit / delete other users.

 

- You also have an option to print the user list.

 

- Pressing on ‘New User’ will allow you to create a new login account (you must be an administrator to do this).

 

- Start by filling in basic details such as user login and password, fill in the full name and department if desired, you MUST enter the users Sage login name and password in the “Sage Login” and “Sage Password” section to allow      Decorus Essentials to connect into Sage.

 

- You also create the user’s access rights in the software in this window, for example you may want to give a user access to view any information in the software, however be unable to post any financials.

 

- The “Administrator” setting means that the user can create and edit other user accounts.

 

Backup / Restore Portfolio

 

(Backup / Restore Portfolio This is covered in the Backup and Restore help documents)

 

Follow us on Twitter

 

This will direct you to the Decorus Essentials Twitter feed.

 

Preferences

 

(This is covered in the Preferences document)

 

 

Check for Upgrade

 

This will check that you are on the latest version on Decorus Essentials  and search for any new updates if available (this check will also happen automatically when loading Decorus Essentials).

 

Internet Web Link

 

This is an optional module you can purchase for Decorous Essentials; it will allow you to upload your properties into your website. Please contact Visionbase Software for more information.

 

Today

 

This will show all alerts for the day.

 

Date Range

 

This will show all alerts within a specified date range.

 

Print List

 

You can print a list of all alerts on the list (whether they are specified with a date range, a one day search or all alerts on the screen.

 

Export to Excel

 

This will allow you to export the list of alerts you are currently viewing into Microsoft Excel. All of your other alerts such as tenant and property alerts are displayed on the Overview Column on the left hand side of the overview screen.

 

Help

 

This button will open up the ‘Help Centre’, from here you can submit a ticket, view help documentation and tutorials. You can also view the “About” screen to review your version of Decorous Essentials.

 

Online Support

 

From here you can open the ticket centre up directly (Via web browser, accessing the ticket system from Help Centre will open the Ticket suite up from Decorous Essentials).

 

 

 

For more information please see attached document


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