Find Your Way Around

The interface is organised by business activity: sales, purchasing, expenses, inventory, payroll, accounting, reports, VAT and company administration.

Open a workspace

Use the sidebar to open a workspace, then choose a page inside it. On a smaller screen, open the navigation menu first. Items may be hidden when a feature is unavailable or your role does not allow access.

Pin the pages you use most

Pin the pages you open every day so they sit under Dashboard and Calendar, one click away, without opening their workspace first.

Open a workspace in the sidebar and hover over the page you want.
Select the pin icon at the right of the page name. The page appears in the Pinned list at the top of the sidebar.
To change the order, drag a pinned page up or down, or select it and press Alt+Up or Alt+Down.
To remove a pin, hover over it in the Pinned list and select the crossed-out pin.

You can pin up to seven pages. Unpin one to make room for another.
A pinned page stays in its workspace as well, marked with a filled pin.
Pins belong to you, not the company, and follow you to other devices. Pin on a computer; your pins still show on a phone.
Pinned pages are listed first when you open global search with Ctrl+K.
Accountants keep one set of pins across clients. A pinned page a client does not have, such as Payroll, is hidden while you work in that client and returns in the next.

Use the dashboard

Change the date range to review revenue, collections, outstanding invoices and overdue amounts for the same period.
Use the quick actions to start common transactions.
Open an alert or exception rather than treating the dashboard total as the final accounting report.

Search instead of browsing

Open global search from the header, or press Ctrl+K on Windows and Command+K on macOS.
Enter a page name, document number, customer or supplier.
Select the result to open it. Customer or supplier names are shown beside document numbers where available.

Understand statuses

A status tells you what the record can do next. Draft documents usually remain editable and have no accounting effect. Issuing, approving, accepting or finalising normally locks the record and may post to the ledger. Payment status is separate from an invoice's lifecycle status, so an issued invoice can be unpaid, part-paid or paid.

If you are signed out while working

A sign-in session lasts two hours. If a page has been open longer than that, saving it can fail with a message about an expired page or a token mismatch. Reload the page, sign in again, and capture the work again. Nothing you had already saved is affected; only unsaved typing on the screen in front of you is lost, so it is worth saving a long invoice as a draft while you work on it.

Use the calendar and Roxy

The calendar shows money in and out on the day it moved (customer payments received, supplier payments and expenses) alongside what falls due, such as invoice and supplier invoice due dates. Select an event to open it, and use the legend to hide or show each kind. Roxy opens as a persistent chat tray and uses the current page as context. Ask it how a feature works or what an accounting term means; it cannot inspect or change your company records.