In this article, I will tell you how to customize the interface of the Taxi program 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 of my beloved clients, related to the lack of the "Operations" menu. Many accountants used it to search for reports, processing, documents that were sometimes very difficult to find in other sections of the program.

As such, there is no “Operations” menu 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 with 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 box “Display the command“ All functions ”and fix the result by clicking the“ Apply ”button.

Now in the same Main Menu (orange button with a triangle) we see the section "All functions"

In which everything that we are so used to seeing in Accounting 2.0 in the "Operations" section:

2) Now let's consider the program's capabilities in terms of setting up the TAXI interface. For example, now my program looks like this:

Those. sections above. Open windows in the tabs at the bottom. Let's see how to change the location of all elements of the working window of the program. Again we open the main menu and find the section "Panel settings" 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 raise the “Open Panel” to the top, and drag the “Partition Panel” to the left side of the window.

Click the "Apply" or "OK" button and voila, this is how our program began to look:

Perhaps it will be more convenient for someone to work this way.

3) Another tip for setting up the program. As a rule, each accountant has some sections or reports that he uses daily. Well, for example, OSV or OSV on the account. And it would be very convenient if they were always there, 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. Pointing the mouse at it, we see a gray star next to it.

By clicking on it, we will mark the selected report as "Favorites"

Section "Favorites"using the panel editor already known to us, we will place, for example, at the bottom of the working window of the program.

4) And one more "secret" for setting up the program interface. In various sections of the program there are documents that some never use. Well, simply because of the specifics of the organization. For example, in the "Purchases" section, documents related to EGAIS.

We do not 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 the item "Navigation settings"

In the window that appears, we see two columns. On the left are the commands that can be added to our desktop. And on the right, those commands that are on our desktop. We find the EGAIS section on the right column and click on the "Delete" button

Accordingly, documents that are in the right column can be added to the desktop by clicking the "Add" button

5) And finally, for those who do not 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 item "Interface"

Here, the developers offered us a choice of changing the program interface to the same as in previous versions 8.3 and similar to Accounting 7.7. Selecting the one we are interested in appearance program, it will have to be restarted.

This is how the program with the previous interface will look like.

For interest, let's see what is the interface, similar to Accounting 7.7.

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 that some information will be useful to you in working with the program.

This is the second part of the article about configuring the Taxi interface, which appeared in the 1C:Enterprise 8.3 application. In I talked about how to add new panels to the interface and change their location according to your preferences. In the second part, I will teach you how to manage sections of the application and their contents, as well as change the parameters of the initial page of the interface.

In the screenshot below, the interface looks like we made it look like in the last lesson. For me, this kind of working view is not very convenient. I prefer the section bar to the left, which is the default. And it's not just habit. It's just that when all sections are compactly assembled on one side, they can all be covered at a 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: Payroll and HR 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, the next feature I want to tell you about is customization of section panels. It allows you to remove individual sections from the interface.

At this point, 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 with only one employee in charge of personnel and payroll. Of course, in this case, nothing can be deleted, since from time to time he will use all available tools.

But let's say you have an HR specialist on staff, an HR accountant, and a payroll accountant. A personnel officer does not need a payroll calculation, just like an accountant does not need personnel operations. Therefore, each of these specialists can leave only those sections that they really need, so that unnecessary elements do not distract your employees from work.

Of course, some objects within the framework of their powers are used by both personnel officers and accountants. 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 Sections 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, Remove, and Remove All buttons. If you do not use the button that removes or adds all possible objects, then 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 down the Ctrl key.

Secondly, you can add or remove objects by simply dragging the mouse.

But I prefer the third way. Following it, you just need to double-click on the desired object. If it is located among the available objects, it will immediately become selected, otherwise it will be transferred from the selected to the available ones.

At the top right you see two blue arrows. They are needed in order to change the order of the items in the menu.

Now, using the knowledge gained, let's remove the items "Salary", "Payments" and "Taxes and Contributions" from the sections 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 worked out just as we envisioned. To quickly return everything back, you need to go back to the partition panel settings, click the "More" button, select the "Set default 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 set up 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 configuration "1C: Payroll and personnel management 3.0", then this can be a staffing table and a history of accruals.

To manage the settings of the home page, you need to go to "View", "Setting the home page".

As you can see, everything here is the same as in the section panel settings. The only difference is that the start page also has a second column activation 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 interfere, eating away the workspace.

You can experiment with customizing the home screen on your own. You can return everything to the default settings in the same way as we did after setting up the sections panel.

The workspace of each section is divided into a navigation bar and an action bar. Visually, they do not differ from each other, so for clarity, I marked the navigation bar in the next screenshot with a red stroke.

Through the navigation bar, the user gets access to lists of reports, documents, and so on. And with the help of the action bar, 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 circled in red, there is a section called "Sick Leaves". If you click on it, a list of all sick leaves will open, which we still have empty. Here you can create a new sick leave by clicking the "Create" button.

But in the same section "Salary", in the action menu, there is also an item "Sick leave", 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 do 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. Therefore, if you are sure that some function should be in a certain section, but it is not there, it may simply not have been added to the list. You can do it yourself using the "Navigation Setup" and "Action Setup" features. This is done in the same way as the sections and home screen settings.

See how the same section began to look after I enabled all the functions available for it.

It's just some kind of porridge, isn't it? All actions do not fit on the screen, even if you expand it, and you have to use the scrollbar to see them all. Therefore, it is advisable to activate in the action menu only those functions that are really needed quite often. The same documents that you need much less often are best created by going to them through the navigation bar, and not including them in the action bar.

It would be useful to recall here 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 mark those that you need most often with birds, as shown in the screenshot below.

This article about configuring the Taxi interface has come to an end. Next time I will tell you how to get started in the "1C: Salary and Enterprise Management 3.0" configuration.

This article will be useful to users of "1C: Enterprise 8.3", regardless of which configuration you are working in. It can be "1C: Enterprise Accounting 8" or "1C: Payroll and Human Resources Management 8", but there are a number of common issues that are often faced at the initial stage of work. Many users previous versions are puzzled by the search for an indispensable command "All functions" (analogous to the menu Operations ...) and try to take advantage of managed interface. Therefore, consider important points, which should not be overlooked when starting to work in the program new version 3.0.

First of all, we set up the display of the "All functions" command in the main menu, which is represented by such an icon in the upper left corner. To do this, in the parameters located in the "Service" section, check the corresponding box.

Now it will not be difficult to find any object, we will need a document, directory or 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 should not miss this opportunity, so in the same main menu, let's turn to the "View" section.

In the menu we see several types of settings. To begin with, we determine the location of the panels, select the "Panel settings" item.

This is how 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, to where we would like to see it. Suppose it would be more convenient to work with the partition panel located on top, and not on the side, then we transfer it to the upper area and click the "Apply" button to see how the appearance of the program has changed. If successful, click "OK" to save.

In the lower part, inactive panels are presented on a gray background; in fact, we can access such types of information through the toolbar. For example, to the history of actions and the list with favorites using the "History" 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 sections panel, then 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 this list will be presented with or without a picture; if with a picture, then where to place it relative to the text. For example, setting without a picture allows you to see all sections, in the case when the menu is located on top.

The home page is also individually configured, 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.

We set up "Taxi" for ourselves in 4 steps (1C: Accounting 8.3, edition 3.0)

In this article I will talk about how to make work in the new interface 1C: Accounting 8.3 "Taxi" really convenient and comfortable for an accountant.

Follow just 4 steps to set up the Taxi interface for yourself and enjoy all its benefits. If you are still in doubt: to go or not to go, then my opinion is unequivocal - to go. Taxi is better. Taxi is more convenient. And it's very easy to switch to it.

If the "Taxi" interface is not yet enabled for you, turn it on:

Select the "Taxi" option and press the "Restart" button:

Then necessarily go to the "Administration" section, "Interface" item:

And we also set the "Taxi" option here and press the "Restart" button again:

Step #2. Customize the section bar.

Here, in the right part of the window, we select sections that we rarely use or do not use at all and press the delete button:

Most often, such "unloved" sections are "Head", "Production" and "OS and intangible assets":

And finally, in the lower left part of the window, set to show "Picture and Text", if it's easier for you to find sections with pictures:

Click OK and the section bar will change:

Result: only the necessary remained, pictures appeared.

Step #3. Setting up the open windows panel

In the new interface, you cannot switch between open windows, because the panel open windows hidden by default. Let's display it.

After dragging, click OK and now the windows we open will be displayed at the bottom of the main window 1C:

Result: at the bottom of the main window, directories, documents, magazines, and more that we open are displayed.

Step number 4. Turn on the "All functions" menu.

A very useful feature when you tried to find a report or document, but could not do it through the sections panel. In this case, the "All functions" menu will help you out, from which you can open all reports, documents, directories, and more.

This option is hidden by default, but it's easy to show it.

Check the box "Show command All functions" and click OK. Now any report, document, directory, journal or processing can also be selected like this:

Result: it became possible to open reports, documents, journals, directories and processing that could not be found in the main menu of the system.

We are great, that's all

By the way, new lessons...

Sincerely, Vladimir Milkin(teacher