A tour of the workspace
Where everything lives: the navigation rail, the header band, the entity switcher, and the six navigation groups that organize the whole product.
QuickstartFor Business owners, Bookkeepers, Firm staff
The layout
The workspace is three regions: a narrow icon rail down the left, a fixed header band across the top, and the page itself. The rail and the header never scroll away, so your scope and your position are always visible.
Financial intelligence · Northwind Trading
Financial Intel
Cash on hand
$412,880
A/R outstanding
$96,140
A/P due
$38,265
Runway
9.4 mo
Needs attention
4 bills awaiting approval
2 posting exceptions blocked
Bank rec open for July
The workspace. The rail (1) holds navigation, the header band (2) shows where you are and which entity you are in, and the page body (3) is the work surface.
- 1Navigation rail
- 2Header band + entity switcher
- 3Page body
Illustration of the screen layout
The navigation rail
Navigation is organized into six groups, ordered by how often a working day touches them. The desktop rail keeps the most-used destinations visible and moves lower-frequency tools into a More menu; on a phone the same groups appear in a drawer with their labels shown.
| Group | Destinations |
|---|---|
| Daily | My Tasks, Approvals, Exceptions, Financial Intel |
| Books | General Ledger, Chart of Accounts, Reports, Revenue Recognition |
| Payables | Vendors, Bills, Bill Pay |
| Receivables | Customers, Invoices, Receive Payments |
| Banking & close | Banking, Bank Rec, Lockbox Deposits, Monthly Close, Policies, Audit Trail, Write-up |
| Admin | Payroll Center, 1099 / W-9 Compliance, Loan Amortization, Settings, Document Storage |
Two rail items carry count badges: Approvals shows how many items are waiting on a human, and Exceptions shows how many machine events are blocked. When both are clear, no badges appear — an empty rail is the goal state.
The header band
The header band shows an eyebrow line and a title. The eyebrow names the context — usually the section plus the organization, as in `Accounts receivable · Northwind Trading` — and the title names the screen. It is pinned, so scrolling a long ledger never costs you the knowledge of where you are.
The entity switcher sits in the same band. Changing it re-scopes the current page in place rather than sending you home.
The daily rhythm
Most days do not start on the dashboard. They start in the Daily group, which is built as a work queue rather than a dashboard.
A typical morning pass through the workspace:
- 1
Open My Tasks.
This is your personal queue: bill approvals assigned to you, blocked posting tasks, and any write-up engagements you own.
- 2
Clear Exceptions.
Machine work that could not post is here. These are usually fast — a missing account, an unmapped vendor — and clearing them lets automation resume.
- 3
Work Approvals.
One queue for every prepared bill, invoice, and journal entry waiting on a human decision.
- 4
Glance at Financial Intel.
Cash, receivables, payables, and the signals that suggest where to look next.
Common questions
Check the More menu at the bottom of the desktop rail. Lower-frequency destinations — Bill Pay, Bank Rec, Lockbox Deposits, Monthly Close, Policies, Audit Trail, Write-up, Loan Amortization, Document Storage, and Settings — live there so the rail stays short.
Instant search is faster than hunting. Press the search shortcut anywhere in the help center to search articles, and use the in-product search to jump to records.
Approvals are human-prepared documents waiting for a human decision. Exceptions are machine-originated events that could not safely post and need a human to unblock them. They are deliberately separate queues because they call for different judgement.
Was this useful?