1C: Enterprise Accounting, edition 3.0 is the first version of the configuration, which provides the ability to customize the interface. On the one hand, this opportunity compensates for the fundamental differences in appearance new version from the previous one - 1C 8.2. On the other hand, it gives users flexible options for customizing their workspace, focusing only on existing needs, their own convenience and individual taste.

It is worth noting that during the existence of edition 3.0, which respectively works on the 1C:Enterprise 8.3 platform, the interface has undergone several changes. In particular, the number of available interface options has been increased, including:

• Standard (as in previous versions 1C: Accounting 8)
• Taxi

Standard

When version 3.0 was released, its interface was identical in structure to version 8.2, but differed in design: the names of the sub-items of the top horizontal menu were expanded, and icons were added.

A visual comparison of editions 3.0 and 2.0 shows that the interface structure has remained unchanged.

Clicking on a menu item brought up a drop-down list, and in the new version, sub-items are displayed as tabs.

Since this type of interface was the first, it remains the most popular. You can change its structure by going to “Administration-Program Settings” - item “Interface”.

allows you to access submenus without closing the active window.*

*Horizontal menus:

• Panel section located directly below the main menu;
• A panel of actions or commands available in the selected section.

The vertical navigation bar displays the structure of the section's content.

Using menu sub-items, you can customize the contents of panels and their display at the user's discretion.

(next item) allows you to add and delete sections, as well as items of the main horizontal menu, up to its complete removal.

allows you to open additional windows under the main menu - standard reports, information, contacting technical support (the horses essentially duplicate the vertical panel).

allows you to add/remove submenu items, which previously could only be done with the participation of programmers.

Taxi

In the Taxi interface, the section panel is initially located on the left.

The implementation of customizing panels in this interface is carried out by dragging and grouping panels at the user's request in a special editor window.

The panel editor window allows you to group by dragging, adding and deleting panels such as the section panel, open panel, toolbar*, current section function panel, favorites panel, history panel.

*Panels located at the top of the editor window, in at the moment active.

Section sub-items are configured (the section panel is vertical) after their activation (the sub-item settings button is in the upper right corner).

The action panel settings window allows you to add and remove sections, even completely deleting them.

Interface nuance: selected sub-items are marked with asterisks

*Often external modifications are added here

Similar to the interface of edition 7.7

The menu structure is very similar to the standard version.

The ability to customize the 7.7 interface is located on the top panel on the right (down arrow), which allows you to add and remove buttons. It is active in all interfaces.

The managed form in 8.2 is not drawn, as in 8.0 and 8.1, but is described by the programmer. It is made so that on thin communication channels ( thin client or web client, although a managed form is also possible on a thick client) optimize the amount of data transferred.

The managed form consists of the following sections:

• Section panel
• Navigation bar
• Action bar
• Work area
• Other areas, such as the alert area, open when needed.

Section panel.

The section bar is located at the top of the desktop:

The section panel corresponds to the subsystems in the “General” branch in the metadata tree in the configurator mode.

And for the corresponding section to appear, it is enough to add a subsystem and assign the necessary configuration objects to it. To add a section picture in the subsystem element editing window, on the “General” tab, select the “Picture” field and select the picture we need or add our own, otherwise this picture is added by default

The “Desktop” section will always be present by default.

To make some subsystem invisible to the user, you need to configure rights or hide it in the “Configuration Command Interface” menu, called from context menu configurations.

If there is no subsystem in the configuration, then the partition panel will not be displayed at all.

Navigation panel.

The navigation bar is on the side and shows links to various configuration objects:

The navigation bar is configured from the subsystem context menu:

And we can uncheck or uncheck the visibility of the elements that are included in this subsystem, and also swap the elements by moving the arrows:

The navigation panel is also available for other configuration objects, and is configured on the “Form Command Interface” tab.

The navigation panel consists of several groups:

• Important
• Normal
• Go
• See also

The Normal and Go groups are shown in a simple font. The first exists in the subsystem, the second exists in directories (for example, a subordinate directory), documents (the register according to which movements are made), etc.

At the very bottom of the navigation panel is the “See” group. also” are additional links.

In addition to these groups, the programmer can create his own navigation bar groups.

There may also be no navigation bar, as well as a section bar.

Action bar

The action bar is located at the top, below the section bar and above the work area:

It allows you to call service windows, such as constants, reports or processing.

It is configured in the same menus as the navigation bar, but, as a rule, in subsystems.

Like the navigation bar, the action bar has its own groups:

• Create
• Reports
• Service

The first group creates windows for creating elements, the second - calls reports, the third - calls processing, constants, as well as other service information.

Work area

The work area occupies the main part of the form.

Typically, a list of selected configuration objects is displayed here. When you select another configuration object, the work area is replaced with the list of the new object.

Desk

The desktop occupies the first tab if we have a section bar, and the entire form if there is no section bar. That is, the desktop always exists. The desktop can have both a navigation bar and an action bar. You can display any managed forms. As a rule, this is the most important information for the user.

2 items of the configuration context menu are responsible for setting up the desktop

Item “Open command interface desktop" allows you to customize the navigation bar and desktop action bar

Unlike other editing forms, the navigation bar and desktop actions editing form allows you to select any objects from the left side of the “Available Commands”.

The workspace can be configured through the “Open desktop workspace” item. This is the part the user sees first. We see that there are desktop templates - one column, two columns of the same width, and two columns of different widths.

Below we place any managed forms that a particular user most often uses and adjust the visibility and height.

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

2016-12-07T18:49:42+00:00

In this article I will talk about how to make working in the new 1C: Accounting 8.3 “Taxi” interface truly 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 switch or not to switch, then my opinion is unequivocal - to switch. Taxi is better. Taxi is more convenient. And it’s very easy to adapt to it.

If the "Taxi" interface is not yet enabled, enable it:

Select the “Taxi” option and click 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. Setting up the section panel.

Here, on the right side of the window, select sections that we rarely use or don’t use at all and click the delete button:

Most often, such “unloved” sections are “Manager”, “Production” and “OS and Intangible Materials”:

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 panel will change:

Result: All that was left was what was needed, pictures appeared.

Step #3. Setting up the open windows panel

In the new interface, you can't switch between open windows because the open windows panel is 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 1C window:

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

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

A very useful feature when you tried to find some 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, reference books, etc.

This option is hidden by default, but is easy to display.

Check the box "Show All Functions" and click OK. Now any report, document, reference book, 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're great, that's all

By the way, for new lessons...

Sincerely, Vladimir Milkin(teacher

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 extended 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, the next feature 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. It's actually 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 an HR specialist on staff who keeps personnel records and a payroll accountant. 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, 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 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 double-click on 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. Now it displays 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 customizing the Start screen yourself. 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.