How do I find my way round?
In the menu, the Margin group has Overview (the finance pages), Expenses, Assets and Tax; payroll and pay reviews sit under People. The finance pages have six menus across the top:
- Books: the ledger, bank matching, invoices, receivables, payables, the monthly close.
- Daily: expenses, approvals, reimbursements and payments.
- Reports: the board pack, P&L, balance sheet and cash-flow forecast.
- Compliance: GST, TDS, credit and debit notes, expiring documents.
- Reference: customers, bank accounts, opening balances, recurring bills and budgets.
- Settings: masters, companies, permissions, delegations and help.