AX1720

Navigation menu

Using the Navigation menu across the top of the Web Client, you can navigate to various files and locations.

Example custom Navigation menu

The Navigation menu is context-sensitive and updates dynamically to show the available navigation links for the currently active area of the Web Client. The following menus are available:

Area Description

Custom

Axiom Treasury Cash Management provides a set of standard navigation links that show by default for custom systems when you are in the Web Client. The standard navigation links can be customized, so each client's system may look different. Navigation links can only be customized by administrators using the Desktop Client. For more information on how to customize the panel, see Defining content for the Web Client Navigation panel.

Product-Specific

Systems with installed products have product-specific navigation links. When you select a product name from the Area menu in the Navigation bar The common bar across the top of pages in the Web Client. The Navigation bar provides access to system and product features., the product-specific links display in the Navigation menu. For more information, see the product-specific documentation.

Common Product Areas

Certain common product areas are available in all systems and have a standard set of links in the Navigation menu. These common areas include:

  • Intelligence Center: Currently this area does not have any navigation links, but a menu may be added in a future release.

  • System Administration: The system administration links show when you are in the System Administration area, and provide access to features such as the Table Manager, Audit Manager, and Security Manager. For more information, see System administration.

Additionally, when you open a report or other browser-based document, that document may be associated with a set of document-specific navigation links. These links are added to the Navigation menu while you are in that document.

Navigation Icons

The Filters and Tools icons appears on applicable pages of Axiom Treasury Cash Management and display various data, depending on the page it was accessed.

Manage Filters

The Filters icon appears on any page of Axiom Treasury Cash Management and displays various data to filter, depending on the page it was accessed. See the section of the applicable page for instructions on using Filters.

Manage Tools

The Tools icon appears on any page of Axiom Treasury Cash Management and may show various workbooks, depending on the page it was accessed. MOVED FROM ADMIN > APM

  1. Click the Tools icon.

  2. To download a source workbook, click the applicable file name under Download source workbook. The file downloads and appears in a Downloads pop-up window.

  3. To navigate to a source workbook, click the applicable file name under Go to source workbook, then click Open on the window prompt. The workbook opens in a separate window.

  4. To create a PDF of the page you're on, click Generate PDF under Go to source workbook. A separate window opens with a PDF view of the page.

  5. To turn on diagnostic mode, select Diagnostic mode enabled under Options.

  6. To expand the page's content to the width of the window, click Fit content to window under Options.

Save

The Save icon appears on any page of Axiom Treasury Cash Management and may function, depending on the page it was accessed. does this icon do the exact same thing as the Save button on most TCM pages? if not, how does it differ?

  1. Click the Save icon to save any changes you have made.

Generate PDF

The Generate PDF icon appears on any data-viewing page of Axiom Treasury Cash Management and may function, depending on the page it was accessed.

  1. Click the Generate PDF icon to generate a PDF of the data on the page you're currently viewing. A new window opens with the PDF.

Add to Favorites

The Add to Favorites icon appears on every page of Axiom Treasury Cash Management.

  1. Click the Add to Favorites icon to add the page you're currently viewing to your browser's favorites. Once added as a Favorite, the star turns solid . Click the icon again to remove the page from your favorites.

Help

The Help icon appears on every page of Axiom Treasury Cash Management.

  1. Click the Help icon to access the software's Help documentation. A pop-up window appears with instructions for the page you are viewing.

  2. Click Open Help to open the entire Help documentation in a new window.