Dashboard and navigation
After Open, the sidebar groups everyday work at the top and account tools toward the bottom. The header's Current Entity menu switches between linked orgs or sends you back to Return to Entity List (the Connect screen). Always confirm the tenant name before you post.
Main navigation
- DashboardKPIs, charts, and recent schedules for the active tenant.
- New ScheduleWizard to create a single prepaid or unearned schedule.
- Schedule RegisterSearchable list, filters, posting actions, and detail views.
- AnalyticsTen-month grids for monthly amounts and remaining balances. See Analytics.
- Xero ReconciliationCompares Xero balances with schedule balances.
Footer navigation
- Billings and Users appear for organisation admins and super admins. See Billings and plans and Users and access.
- Settings: default accounts, conversion date, connection metadata, and billing tier summary.
- System Log: searchable audit feed. See System log and audit trail.
Open your avatar menu for Profile Settings (display name) and Sign Out.