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Using the Workflow Coach

The Workflow Coach follows the Brass Jacks Bookkeeper workspace organization to provide information about specific features. The four key areas represented on the workspace are also the four key Workflow Coach sections — Payables, Inventory, Sales, and Payroll. When you open the Workflow Coach for a specific section, the information appears over the shortcut list on the right.

To view information from the Workflow Coach:

• Choose Help > Workflow Coach > 'the section you want to view'.  

An Information button appears over each icon in the section in the workspace, and the Workflow Coach pane shows on the right.

To read about a feature:

1. Click the Information button on any icon.
2. In the Workflow Coach pane, read the overview information.
3. View the Did You Know? tip at the bottom.
4. Click Next to see more information.  
5. After reading the information, to close the Workflow Coach pane, click its Close (x) button.