A tour of the workspace
Find your way around: the Home dashboard, the sidebar, global search, and your profile menu.
Home dashboard
Home greets you with the day at a glance: sales and purchase activity, receivables and payables ageing, and a GST snapshot. Each card links into the page where the underlying records live, so the dashboard doubles as a launchpad.
The sidebar
The sidebar on the left is the full map of the product. It is grouped by area of work:
| Area | What lives there |
|---|---|
| Home | Your dashboard and quick links. |
| Masters | Accounts, items, discounts, bill sundries, sale/purchase types. |
| Transactions | Sales, purchases, estimates, orders, vouchers, and their registers. |
| Reports | Account ledger, Trial Balance, Balance Sheet, GST module, and more. |
| Organisation | Connections, messages, and incoming documents from other businesses. |
| Administration | Organisation profile, users and access, and setup pages. |
You only see what you may use
The sidebar adapts to your permissions. If a page is missing for you but visible to a colleague, your permissions differ — see Users & access.
Global search
The search box in the top bar finds pages by name. Type a few letters — “trial”, “sale”, “items” — and jump straight there. It is the fastest way to move around once you know what you're looking for.
Profile menu
- Organisation switcher — move between organisations your account belongs to.
- Profile settings — your own page, for the things only you can change: your photo and name, your phone and email, your address and your password, and shows your own sign-in history. It also lets you choose which organisation opens when you sign in, whether each organisation's connected businesses see your name, and which notifications this device shows. Nobody else in your organisations can change these for you.
- Sign out — end your session.
Messages
If your permissions include messaging, a Messages button sits in the top bar for chats with connected businesses.
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