AX1107

Desktop Client basics

This section discusses the basics of working with the Axiom FI Suite Desktop Client. The Desktop Client provides full access to general Axiom Financial Institutions Suite administration features and file development features, and can also be used by end users to work with spreadsheet-based plan files and reports.

The Desktop Client has two different options: the Excel Client and the Windows Client. Both clients can be installed and launched from the Quick Launch menu of the Web Client. Use of the Excel Client requires Microsoft Excel to be installed on the client machine. You must have security permission to the client in order to launch and use it.

The Excel Client and Windows Client support the same Axiom Financial Institutions Suite functionality. The primary difference between the two clients is the spreadsheet interface and the level of support for spreadsheet functionality. Any Desktop Client feature can be used in both clients unless specifically stated otherwise.