First day as an accountant

Three screens cover most of an accountant’s day.

1. Triage: your inbox

Triage is one list of your email, assigned work, comments, alerts and client activity. Work through it top to bottom and clear each item when it is dealt with.

Triage: everything that needs you, in one list.

2. My Week: what you are doing

My Week shows your own work and tasks for the week, so you can plan what to do first.

My Week.

3. Your timesheet

Time > Current Timesheet is a keyboard-first grid. Enter time once in BMS against the job; press Ctrl+Alt+T from anywhere to add an entry.

The timesheet grid. See Keyboard shortcuts for its keys.

Tip

Next: Find your way around and Keyboard shortcuts.