In this article I will tell you how to set up the Taxi program interface for comfortable work, so that all the necessary buttons and the most necessary reports are always at hand.
1) Let's start with the most common question from my beloved clients related to the lack of the “Operations” menu. Many accountants used it to search for reports, processing, and documents that were sometimes very difficult to find in other sections of the program.
There is no “Operations” menu as such in Accounting 3.0. Its analogue is called “All functions” and by default the display of this section in the program is not set. To enable it, you need to enter the menu, which opens using the orange button with a triangle in the upper left corner of the program. In the list that appears, select the “Service” section and open the “Options” section.
In the window that opens, check the “Display command “All functions”” checkbox and secure the result by clicking the “Apply” button.
Now in the same Main menu (orange button with a triangle) we see the “All functions” section
In which everything that we are so accustomed to seeing in Accounting 2.0 in the “Operations” section:
2) Now let’s look at the program’s capabilities in terms of setting up the TAXI interface. For example, now my program looks like this:
Those. sections on top. Open windows in the bookmarks below. Let's see how to change the location of all elements of the program's working window. Open the main menu again and find the “Panel Settings” section there.
Then everything is simple. With the left mouse button, grab the section whose position we want to change and drag it to where we want to see this panel. For example, like this: I will move the “Open Panel” to the top, and drag the “Section Panel” to the left side of the window.
Click the “Apply” or “Ok” button and voila, this is what our program looks like:
Perhaps it will be more convenient for someone to work this way.
3) Another tip for setting up the program. As a rule, every accountant has some sections or reports that he uses daily. Well, for example, SALT or SALT according to the account. And it would be very convenient if they were always nearby, always at hand. This can be achieved in a very simple way by placing the necessary reports in the “Favorites” section. We will find the balance sheet in the “Reports” section. By pointing the mouse at it, we see a gray star nearby.
By clicking on it, we will mark the selected report as “Favorites”
"Favorites" sectionUsing the panel editor we already know, let’s place it, for example, at the bottom of the program’s working window.
4) And one more “secret” for setting up the program interface. There are documents in various sections of the program that some people never use. Well, simply due to the specifics of the organization’s activities. For example, in the “Purchases” section there are documents related to EGAIS.
We don't need these documents and we can remove them from the desktop. To do this, in the editable section in the upper right corner, click on the gear and in the menu that appears, select “Navigation settings”
In the window that appears, we see two columns. On the left are commands that can be added to our desktop. And on the right, those commands that are on our desktop. Find the EGAIS section in the right column and click on the “Delete” button
Accordingly, documents that are in the right column can be added to the desktop using the “Add” button
5) And finally, for those who don’t want to get used to the “Taxi” interface. You can change the interface to the one that was in the first versions of Accounting 3.0.
In the “Administration” section we find the “Interface” item
Here the developers offered us the choice of changing the program interface to the same as in previous versions 8.3 and similar to Accounting 7.7. Having chosen the one we are interested in appearance program, it will have to be restarted.
This is what the program will look like with the previous interface.
For fun, let’s see what an interface similar to Accounting 7.7 is.
Well, I don’t know, I don’t know. I’ll probably go back to my usual “Taxi”.
Well, that's all I wanted to tell you today. I hope some information will be useful to you in working with the program.
This is the second part of the article about setting up the Taxi interface that appeared in the 1C:Enterprise 8.3 application. In I talked about how to add new panels to the interface and change their layout according to your preferences. In the second part, I will teach you how to manage sections of the application and their content, as well as change settings home page interface.
In the screenshot below, the interface looks like how we made it look in the last lesson. For me, this working view is not very convenient. I prefer the section bar to be on the left, as it is by default. And it's not just a matter of habit. It’s just that when all the sections are compactly collected on one side, they can all be covered at one glance, which cannot be said about the stretched menu at the top of the interface.
But since the side menu takes up too much space in the screenshots, I will leave the sections in the place where we moved them. Although I recommend that you leave this menu where the developers themselves placed it.
Here and below, screenshots created using “1C: Salary and HR Management 3.0” are used, but, as I said in the previous article, these settings are relevant for all new configurations, since the “Taxi” interface is used in them too.
So, next function The thing I want to tell you about is customizing section panels. It allows you to remove individual sections from the interface.
Here the question may arise as to why someone might want to remove entire sections of operations from a program. In fact, everything is very simple. Let's say you have a small company in which only one employee is responsible for personnel and salaries. Of course, in this case, nothing can be deleted, since from time to time he will use all available tools.
But let’s assume that you have a human resources specialist on your staff who keeps personnel records and an accountant wages. A personnel officer does not need payroll calculations, just as an accountant does not need personnel operations. Therefore, each of these specialists can be left with only those sections that they really need, so that unnecessary elements do not distract your employees from their work.
Of course, some objects are used by both personnel officers and accountants within the scope of their powers. For example, sick leaves or vacations. But, as a rule, access to such objects is duplicated in the corresponding sections.
To delete or add a previously deleted section, you need to select the “Customize section panel” function in the “View” settings subsection.
In the window that opens, it is easy to remove any elements from the interface and return them back. This can be done in several ways.
First, you can use the "Add", "Add All", "Delete" and "Delete All" buttons. If you do not use a button that removes or adds all possible objects, the action will affect only the selected objects.
In order to select several consecutive menu items, you need to select the top one with the mouse, and then, holding Shift, click on the bottom object of the selected group.
In order to select several objects in random order, you need to mark them with the mouse while holding the Ctrl key.
Secondly, you can add or remove objects by simply dragging the mouse.
But the third method is closer to me. Following it, you just need to do double click mouse over the desired object. If it is located among the available objects, it will immediately become selected, otherwise it will be moved from selected to available.
At the top right you see two blue arrows. They are needed to change the order of elements in the menu.
Now, using the knowledge we have gained, let’s remove the “Salary”, “Payments” and “Taxes and Contributions” items from the section panel, and raise the “Administration” section to the top of the list of selected sections.
Now let's accept the changes and see what form our menu has taken.
Everything turned out just as we planned. To quickly return everything back, you need to go back to the section panel settings, click the “More” button, select the “Set standard settings” option and accept the changes.
It is no coincidence that I spent so much time describing these actions, since they are widely used in all 1C:Enterprise 8.3 configurations and we will need them in the following examples.
The next thing I want to tell you about is setting up the home page. Right now there is an invitation to configure the system from scratch or transfer data from other configurations, but in the future, when the program is configured, other data will be displayed there. For example, if we talk about the “1C: Salary and HR Management 3.0” configuration, then this could be the staffing table and the history of accruals.
To manage the home page settings, you need to go to “View”, “Start Page Settings”.
As you can see, everything here is the same as in the section panel settings. The only difference is that the initial page also has a second column that can be activated by adding some of the available forms there. But you should only do this if you have a large enough display. Otherwise, the second column will only get in the way, eating away at the workspace.
You can experiment with the settings yourself home screen. You can return everything to the default settings in the same way as we did after setting up the section panel.
The workspace of each section is divided into a navigation panel and an action panel. Visually, they do not differ from each other, so for clarity, I marked the navigation bar in the next screenshot with a red outline.
Through the navigation panel, the user has access to lists of reports, documents, and so on. And using the action panel, he can immediately create a document, a report, and the same “so on.”
For clarity, let’s look again at the previous screenshot illustrating the “Salary” section. As you can see, in the navigation bar, which I surrounded with a red frame, there is a section “Sick Leaves”. If you click on it, a list of all sick leaves will open, which is currently empty. Here you can create a new sick leave by clicking the “Create” button.
But in the same “Salary” section, in the action menu, there is also the “Sick Leave” item, located under the eloquent heading “Create”. By selecting it, you will create exactly the same sick leave as in the previous example, but for this you will not have to go to their general list and click an additional button.
The content of the navigation and action bars can also be controlled. So if you are sure that a feature should be in a certain section, but it is not there, it may simply not have been added to the list. You can do this yourself using the Customize Navigation and Customize Actions features. This is done in the same way as the settings for sections and the home screen.
Look how this same section looked after I enabled all the features available for it.
It's just some kind of porridge, isn't it? All the actions do not fit on the screen, even if you expand it, and you have to use the scroll bar to see them all. Therefore, it is advisable to activate in the action menu only those functions that are really needed quite often. Those documents that you need much less often are better created by navigating to them through the navigation bar, and not including them in the action bar.
Here it would be useful to recall that access to any “1C:Enterprise 8.3” object in the “Taxi” interface can be obtained through the “All functions” option, which I wrote about in the first part of the article.
In the upper right corner of the Taxi interface there is a panel with buttons that duplicate some of the application’s functions. You can choose which buttons will be displayed in this panel. To do this, you need to use the “Add or remove buttons” function and tick those that you need most often, as shown in the screenshot below.
This concludes the article about customizing the “Taxi” interface. Next time I will tell you how to get started in the 1C: Salaries and Enterprise Management 3.0 configuration.
Working in one or another configuration on the 1C:Enterprise 8.1 platform, accountants daily use mainly the same menu items and submenus, buttons on toolbars. However, not every user is comfortable standard interface programs. V.V. talks about how to customize the interface for yourself. Fishing, company "1C".
There are situations when a frequently used menu item is hidden quite “deeply”, or the required button does not fit on the screen, and an important action does not have a combination of “hot” keys.
The simplest solution that comes to mind is to go to the configurator and configure the interface the way you need. But there are not always specialists with the appropriate level of qualification nearby. In addition, not all users have the same user experience criteria.
Is it really necessary to adjust the current interface or create a new one in the configurator for each user of the database (and there may be more than a dozen of them)? No! Thanks to the possibilities of fine tuning interface for platform 8.1 there is no need to call a qualified specialist or go into the configurator*.
Note:
* To be completely precise, there may be prerequisites for creating an individual interface for the user in configurator mode, but these issues are beyond the scope of this article.
Customization tasks are solved quite elegantly - using personal toolbars. For example, we will use the accounting interface of the standard configuration "Enterprise Accounting" (rev. 1.6) with demo data.
But before moving on to describing the mechanism for individually customizing the interface, let’s outline some general capabilities that the 8.1 platform provides to its users. In particular, you cannot see at once all the standard menu items and all the toolbars that are built into the platform by default (regardless of the configuration). And this is not a mistake. The point is that some features are context-sensitive, and therefore are only available when they make sense.
It’s easy to get them - on any empty space next to the available toolbars, just click right button mice. In the list that opens, you will immediately see all available panels, and the enabled (visible) ones will be marked with a check mark.
A good example is working with a spreadsheet document. Compare the composition of menus and panels in the absence of an active spreadsheet document - see fig. 1 and if present, see Fig. 2.
Rice. 1
Rice. 2
In most cases, it is enough to use the menu items that appear or enable the desired toolbars.
Be aware: context-sensitive UI elements will disappear if not active windows, with which they are associated, and appear when such windows are activated.
So, let's start learning about customizing the interface.
First, let's decide which menu items or important buttons you should always have at hand. For example, let's choose the following:
- "Operations" -> "Routine operations" -> "References and calculations" -> "Calculation";
- "Sales" -> "Maintaining a sales book" -> "Sales book";
- "Reports" -> "Other" -> "Universal report";
- "Service" -> "Data Search";
- "Enterprise" -> "Production calendar";
- "Table" -> "View" (note - this is a submenu).
- "Tips", which are located on the "Support" toolbar (the panel created when developing our configuration);
- "Freeze table" of the standard "Spreadsheet Document" toolbar (for example, when working with tables you need to frequently freeze the header).
We have decided on the necessary functions.
Their composition, although somewhat chaotic, is indicative.
For example, the “Calculation” menu item is hidden quite deeply, and the “View” submenu is not always immediately accessible to us.
To ensure that we always have this entire set at our fingertips, we will use the ability of the 8.1 platform to create personal toolbars.
To do this, you need to enter the settings mode, call up the list of toolbars (similar to the method described above for turning on/off standard toolbars - see Fig. 1) and select “Settings...”. An interface settings window will open, in which on the "Toolbars" tab you will see all available on this moment toolbar (Fig. 3).
Rice. 3
Let's create our own toolbar and name it, for example, "My Menu". To do this, click the “Create…” button and write a name.
After clicking "OK" we will see our panel in the list of available panels (Fig. 4).
Rice. 4
In addition, our new empty (without a single element) panel will appear in the center of the screen (Fig. 5). The most important thing has already been done.
Rice. 5
All that remains is to fill our menu with the necessary elements.
While remaining in setup mode, let's sequentially fill the panel with the previously selected elements.
The general principle is this: we select the desired element in those places where we usually find it in the interface presented to us, press and hold the Ctrl key and “drag” this element onto our panel with the mouse (left button) (drag and copy).
What should we do if the drop-down menu blocked the visibility of our panel (Fig. 6)?
Rice. 6
Just grab it with your mouse by the left edge of the title and drag it to comfortable spot.
The first element on our list is “Calculation” - drag and drop (Fig. 7).
Rice. 7
Please note that the Ctrl key must be pressed until the end of the drag.
This is easy to control: after you finish dragging an element onto our panel, there should be a plus sign (“+”) next to the mouse cursor. If everything is done correctly, you will see a result similar to Fig. 8.
Rice. 8
Similarly, we drag the second item of our personal menu - “Sales Book”. The result is something similar to Fig. 9. Why is only the icon visible? Because the configuration developers assigned an image to this menu item, and the 8.1 platform by default displays only images in panels if they are specified. If you want to see an inscription or a picture and an inscription (as in the original menu), just right-click on the element you need and select desired mode display. Let’s choose to display both pictures and text for the “Sales Book” (Fig. 10).
Rice. 9
Rice. 10
Next, we fill our panel with the selected elements. For “Data Search” we will also enable the display of pictures and text. Having reached the “Table/View” item in our list, we already have a panel in the form shown in Fig. eleven.
Rice. eleven
Here we may encounter the fact that the “Table” menu is currently unavailable (the reasons are described above). Deciding this problem, at the same time we will try out the possibilities of adding items to an existing menu. All this time we have been working in interface setup mode. Now you will have to close it temporarily - in the “Settings” window, click the “Close” button. Please note that all our developments have been preserved and are already available for work on our panel. To access the "Table" menu, open any spreadsheet document or create a new one. After this, call the setup mode again. Now we have access to the desired menu and can drag, similar to the previous rules, the “View” submenu from it (Fig. 12).
Rice. 12
There are two more buttons available through the toolbars of our interface. Dragging them is completely similar to dragging menu items: just left-click the button you need, press Ctrl and drag this button to our panel.
The "Freeze Table" button can be found in the "Table" menu, which we made available earlier. But for the purity of the experiment, try turning on the “Tabular Document” panel that is also available (Fig. 13).
Rice. 13
That's all - we have completely filled the "My Menu" toolbar with the elements we need. Just close the settings window again with the "Close" button and you can start working, always having your own set of functions at hand.
In conclusion, we note a few important points.
home page– this is a standard section of the program containing frequently used documents, reports, reference books, etc. As a rule, the user's work with the program always begins from the initial page.
The home page is a kind of “helper” for the user. Every working day begins with “communication” with him. The initial page brings the user up to date and answers his questions. For example:
- What needs to be done today?
- What's new?
- What should you pay attention to?
- What is the status of the information that is important to me?
On the home page, as a rule, several forms are located simultaneously. For example, a list of documents for the sale of goods, a list of exchange rates, current mutual settlements, etc. The composition of the home page may be different for different program users. For example, a sales manager's homepage and a salesperson's homepage may be very different.
This happens because during the configuration process the developer can specify which forms on the home page will be visible to which roles. In 1C:Enterprise mode, the home page is generated automatically by the platform, so the set of forms found on the user’s home page is determined by the roles assigned to this user.
Setting up the home page
The user has the opportunity to customize the appearance of the home page: change the relative position of forms, add or remove forms. For example, he can remove exchange rates and current mutual settlements, and instead add receipts of goods.
The program automatically remembers the settings made by the user, and next time it will show the start page as the user configured it.
This article will be useful to users of 1C: Enterprise 8.3, regardless of which configuration you are working in. This may be "1C: Enterprise Accounting 8" or "1C: Salaries and Personnel Management 8", but there are a number general issues, which are often encountered at the initial stage of work. Many users previous versions are puzzled by the search for the indispensable "All functions" command (analogous to the Operations menu...) and are trying to benefit from a managed interface. Therefore, let's consider important points, which should not be overlooked when we start working in the program new version 3.0.
First of all, we configure the display of the “All functions” command in the main menu, which is represented by this icon in the upper left corner. To do this, in the parameters located in the “Service” section, check the appropriate box. 
Now it won’t be difficult to find any object, we will need a document, a directory or a register, just call the “Main Menu” and select “All functions”. 
As for the interface, we, as users, are given the opportunity to customize it “for ourselves.” You shouldn’t miss this opportunity, so in the same main menu we’ll turn to the “View” section.
In the menu we see several types of settings. First, we decide on the location of the panels and select the “Configure panels” item. 
This is what the standard arrangement of panels looks like; we can return to it after our experiments at any time using the button of the same name. The panel editor allows you to select a panel with the left mouse button and drag it to the area we need, that is, where we would like to see it. Let’s say it would be more convenient to work with the section panel located on top rather than on the side, then move it to the top area and click the “Apply” button to see how the appearance of the program has changed. If the setup is successful, click “OK” to save. 
At the bottom, inactive panels are presented on a gray background; in fact, we can access these types of information through the toolbar. For example, to the activity history and the list with favorites using the "Stories" and "Favorites" tools, respectively.
But if necessary, you can fix such a panel in a place convenient for you, for example in this way. 
If we talk specifically about the section panel, it can also be configured by opening the corresponding setting.
We can create a list of sections ourselves that meets our needs. We also choose how it will be presented this list with or without a picture; if with a picture, then where to place it relative to the text. For example, a setting without a picture allows you to see all sections when the menu is located at the top.
The home page is also customizable; from the available forms, add the ones you need to the left or right column using the buttons. 
After such simple manipulations, the interface is significantly transformed, and for the better, because you customize it specifically to your needs. A comfortable workplace plays an important role in the life of an accountant.
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