Getting Started
Module menus, search and personal favourites
Use the grouped module menus and save shortcuts that belong to your own user and workspace.
3 min read
Use the grouped module menus and save shortcuts that belong to your own user and workspace.
Step by step
- 1Choose the correct workspace and branch before entering or reviewing transactions.
- 2Open a module in the sidebar to see its grouped pages. The menus show only the pages allowed by your current permissions.
- 3Use the launcher/search, or Ctrl+K, to find a page by its title, module or group.
- 4Click the star beside a page to add it to your favourites. Click it again to remove it.
- 5Use Reports to open the grouped report menu, then select a report. On mobile, open the navigation menu to access your available modules.
Favourites are saved separately for each signed-in user and workspace in the current browser. They are not a shared company list or an account-synced list across devices. A saved page is hidden if you lose its permission.