Tranzparent Software

Dashboard - Quick Search Buttons

1. Alerts

  • WHAT
    This is a Quick link to postings and Business related alerts on the software
  • WHO
    The user of the software and any approved user of the software
  • WHY
    This allows the User of the Software to be prompted regarding important actions or events within the Business
  • WHEN
    At any time. Importantly flexible to allow interaction with all Plans (Business, Exit and Succession, Estate, Contingency, Financial and Financial Planning)
  • HOW
    Start at the Dashboard and place curser over the Alert button, this will move you to Alert Window where the Alert can be seen. Alerts are generated by other actions within the software

2. Key Dates and Deadlines

  • WHAT
    This provides Key Performance Indicator dates and deadlines for completion of Goals and projects
  • WHO
    The user of the software and any approved user of the software
  • WHY
    Essential for keeping the business on track and striving towards completed goals in a timely fashion
  • WHEN
    Can be set when the Goal is entered onto the software but normally used for Key Performance Indicators when Action plan is set
  • HOW
    Move curser over Planning Drop Down menu; Click on Business Plan; Add a New GoalDeadline will then be available for use

3. Company Settings

    • WHAT 
      This is the area to post vital Company information
    • WHO 
      Inserted by the User of the software
    • WHY 
      This is a technical action required by the issuer of the software and for the User’s usage
    • WHEN 
      At the start of the software usage

    HOW

  • The Quick search button is available but there is also an alternative. 
    Move to the Drop Down Menu and then move curser to ‘Operational’;  and move to Company Settings. There are several functions within this window using a Drop Down Menu. The functions are:
     - Company Details
     - Logo
     - Customisation (where your Accounting Software can be loaded - go to Dashboard, click Operational and click Company Settings. Insert Accounting Software Name and underneath insert Website or login page details. The next fields allow for your Key Contact details to be inserted - go to Custom Program Title and add the name of your most frequent on line Contact and place Website details underneath
    These two links will now automatically appear in your software

    Shareholders (where you can post current shareholders)
    Security (Where you can invite further specific type users into your licensed software)