Find your way around - the left menu and the top bar
How the left menu is organised, what the top bar offers, and why some menus are missing for you.
The left menu
The left menu has two top items, Dashboard and Inbox, and then four groups:
| Group | What is in it |
|---|---|
| Sales & Growth | Sales (POS, Quotations, Sales Orders, Invoices, Credit Notes, Recurring Invoices), Projects, CRM (Customers, Suppliers, Leads, Opportunities, Forecasting, Lead Forms), Marketing, Website |
| Finance & Stock | Accounts (Purchases, Banking, Accounting, Reconciliation, Collections, Reports) and Inventory |
| Operations | Service Bookings, plus the menu of each kind of business your branch runs: Hotel, Hospital, Clinic, Hostel, Restaurant, Library |
| Workspace | Company (Branches, Employees, Roles, Departments, Audit Log, Approvals) |
Select a menu name to open its sub-menu. At the top of the menu, the Company box shows which company you are in. See Switch company and branch.
Why a menu is missing
Three things decide what you see:
- Your role. If your role cannot view an area, its menu is hidden. See Roles and permissions.
- Your company's settings. A company can switch some areas off.
- Your branch. Menus follow the kind of branch you are working in. A clinic does not show Projects, for example. See Branch types and what they add to your menu.
If you expect a menu and it is not there, ask your company owner.
The top bar
- Menu button (left): collapses or opens the left menu. On a phone it opens the navigation.
- Search box: type at least 2 characters to search clients, leads, items, projects and sales and purchase documents at once. Results are grouped; select one to open it. You only see results from areas your role can view. If nothing matches you will see "No results for" followed by your words.
- Theme button: switches between the light and dark look.
- Bell: your notifications. See Notifications.
- Round account icon: My Profile, Settings (the settings of your current company), Switch Company and Log Out.