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BalanceWORKS Help Basics


Overview of HELP

Help is available from the page header in all balanceWORKS software products. Three types of Help are available:

  • Documentation (Help and User Guides)
  • From any Help page, a Search field is available in the upper right. Search results will include tags that can be clicked for more information on related topics. To display the Table of Contents, click the link on the upper left header area; here the Help topics are organized by software module, and additional information is also available. The Library link, located in the header, provides access to User Guides.

  • On Screen Help (screen captions)
  • Video Tutorials (where available by module). The full list of Video Tutorials is also accessible from the Help header.

Universal Software Header Bar

A standard page header, common across the software family, appears at the top of the screen.

On the left side of the header bar:

  • Click a software logo icon to switch applications

On the right side of this bar:

  • Click the displayed user name toto:
    • viewView Profile (Contact Information, Settings, and Password) or
    • Logout

With icons on the right side of the header, you can:

  Return to the software application's Home page

  Access System Tools for each software application (authorized Administrators only; refer to Table of Contents, linked in the header on every Help page)

  Open Help (or click one of the logos above); request Support by sending a message to Berkshire; and view Berkshire contact information

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