We’ve been busy making updates to improve your experience in the Beacon Suite!

 
Over the next few weeks, you’ll be upgraded to the latest version of Beacon Finance, and you may notice a few new icons and navigation features. Keep reading to learn more about the upcoming refreshed icons on the Account Structure page of Beacon Finance.

Be sure to keep an eye out for more Helpful Hints highlighting the enhancements in our latest release!
The new icon bar on the Account Structure screen in Beacon Finance.

The key icon is available for System Administrators, and gives you a way to quickly assign access to the current view.

The notepad icon will allow you to edit the current view and is only available to System Administrators.

Using the open folder icon will expand all of the sub accounts in view.  Be aware this may take a moment depending on the number of accounts in view.
If you would like to collapse all of the sub accounts in view, click on the closed folder icon to view just the top level accounts.

The new heart icon takes you to the column preference utility window, where you can update your column settings.


The printer icon will print the data in your current view.


Use the Excel icon to export the current view to Excel.