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 role. If a page is missing for you but visible to a colleague, your access rights differ — see Users & access rights.
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
- View — switch between the classic layout and the modern dashboard layout. The choice is personal and remembered on your device.
- Organisation switcher — move between organisations your account belongs to.
- Sign out — end your session.
Messages
If your role includes messaging, a Messages button sits in the top bar for chats with connected businesses.
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