Navigation Overview

The navigation bar provides access to all core features of the system. Each section works with the currently selected company.

Home

• Displays all companies assigned to or created by you.
• Each company is shown as a card with:
  • Fiscal Year
  • Status
  • Open button
• Clicking Open sets the company as active and navigates to Journal Entries.
• The label Currently Using: Company Name indicates the active company.

Dashboard

Displays key financial metrics for the currently selected company:

• Cash Balance
• Profit (Month-to-Date)
• Receivables
• Payables

Chart of Accounts

• Displays all accounts for the selected company.
• You can add, edit, and view accounts.

Journal Entries

Journal Entries are the core of the accounting system.

Journal Entry List

• Displays Date, Description, Amount, Status, and Actions.
• Add Journal Entry button creates a new entry.
• View button displays entry details.
• Edit button is available only for Draft entries.
• Delete button is available only for Draft entries.
• Post button posts the entry and locks it from editing.
• Posted entries cannot be edited or deleted.
• Posted entries can be reversed using the Reverse button.

Add / Edit Journal Entry

• Fields available:
  • Date
  • Description
  • Journal Entry Lines:
    • Account (selection list)
    • Debit Amount
    • Credit Amount
• Add Journal Entry Line adds additional transaction lines.
• Each line includes a Remove button (Draft only).
• Save validates that Debit and Credit totals are balanced.
• File uploads supported: PDF, PNG, JPG, TXT.
• Mobile users can upload receipts using the camera.

My Companies

• View all companies under your account.
• Create, edit, and delete companies.
• Add users to companies.

Company Fields

• Currently Using
• Name
• Address
• City
• State / Province
• Country
• Currency
• Postal Code
• Cell Phone
• Work Phone
• Is Active

Company Users

• Email Address
• User Name

Close Period

• Supports closing periods by Month or Year.
• Fields:
  • Type
  • Date to Close
• Closing a period locks journal entries up to the closing date.

Reports

• Trial Balance
• Income Statement
• Balance Sheet

Subscribe

• Select and subscribe to a paid plan.
• Redirects to a secure payment system.
• Currently supports credit card payments.

Manage Account

• Update account information.
• Enable Two-Factor Authentication (2FA) for added security.

Logout

Logs you out of the system. You must log in again to access the application.