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.

Still stuck? Write to hello@1936ai.com and a person will answer.