Use the Dashboard Navigation

Open Getting Started

Dashboard

Open Dashboard to begin this workflow.

Use Overview to return directly to the dashboard

Use Overview to return directly to the dashboard. Review the information shown before continuing to the next step.

Open Sales for invoices, quotations, payments, clients, returns, credits and receivables

Open Sales for invoices, quotations, payments, clients, returns, credits and receivables. Review the information shown before continuing to the next step.

Open Purchases for bills, purchase orders, suppliers, payables and expenses

Open Purchases for bills, purchase orders, suppliers, payables and expenses. Review the information shown before continuing to the next step.

Open Business for products, analytics, reports and templates

Open Business for products, analytics, reports and templates. Review the information shown before continuing to the next step.

Use workspace search on supported desktop widths

Use workspace search on supported desktop widths. Review the information shown before continuing to the next step.

Use the compact workspace menu on mobile

Use the compact workspace menu on mobile. Review the information shown before continuing to the next step.

Use Quick Create for common new records

Use Quick Create for common new records. Review the information shown before continuing to the next step.

Open the company-logo avatar for account actions

Open the company-logo avatar for account actions. Review the information shown before continuing to the next step.