Using the Guide View

The Guide View includes all of the setup and configuration tasks for Axiom Cost Accounting.

  1. Setup and maintenance tasks are grouped together into similar areas and sub-areas. For example, you can find all of the tasks associated with setting up and managing methods and assumptions in the Method and Assumptions section. Next to the button, the page displays a description. Click the button to navigate to the task(s) for that area.

  2. The status column on the right side of the page displays tasks as Completed, In Progress, or Not Started. You can click the circle to toggle the status from one status type to another. For example, if all of the tasks for Data Management are now complete, click the circle to toggle the status from In Progress to Complete.

    NOTE: All of the tasks in a specific area need to be marked as complete in order for the button above it to be marked as complete. For example, in Data Management area, all of the tasks in Data Management must be marked complete in order for the Status column for the Data Management button to be marked as complete.

  3. The Checklist View provides a list of tasks you need to complete as part of the set up and configuration process.

    TIP: You can toggle back and forth between the Guide View and the Checklist View.

  4. If you need help configuring a specific area, click the question mark in the upper right corner of each screen. A help panel displays conceptual information or contextual instructions for the page that displays. For more detailed help, some of the contextual instructions include links to fuller topics in the online help. To access the full online help system for Axiom Cost Accounting, click the question mark in the upper right corner of the page, and click Open Help. The online help will open in a separate browser window.