Home

Home is the first page after login and the launch pad for the day. It carries shortcuts to Sales Invoice, Purchase Invoice, Payment Entry, Customer, Supplier and Item, plus links to the Financial Reports and Nepal IRD workspaces, with a row of the headline cards. It holds no data of its own; everything on it is a door to a document or a report. Owners use it every morning, accountants pass through it to Invoicing. Keep it uncluttered: the fewer shortcuts, the faster the team finds the right one.

1. 01Log in; Home opens with shortcuts on top and cards below.
2. 02Click Sales Invoice to bill a customer or Payment Entry to record money received.
3. 03Read the Cash & Bank and Net Profit / (Loss) cards for the day's position.
4. 04Use the search bar at the top to jump to any document by name.
5. 05Click Edit in the top right to add or remove shortcuts for your team.

Start here each day to reach invoicing, payments and reports.

Shortcuts to Sales Invoice, Payment Entry and the Financial Reports workspace.