Finding Your Way Around

Reports in one place

There is one Reports entry in the sidebar. It opens the Reports hub, which groups every report by what you want to know: Financial (cash forecast, receivables ageing), Practice (filing season, work in progress, utilisation, time budgets, custom reports), Sales (CRM reports, forecast, follow-up) and People (staff reports, timesheets). Each card says what the report answers. Practice and staff reports only appear if your workspace and role can open them.

The + New menu

The + New button in the top bar creates an invoice, estimate, proposal, client, contact, lead, task or engagement without first finding the right list. You only see what your role is allowed to create. It works with the keyboard: press Enter or the down arrow on the button, move with the arrow keys, and press Escape to close.

On your phone

The bottom bar keeps Home, Contacts, Chat and (for staff) My Day or (for admins) Deals. The More button opens a menu with My Day, Engagements, Compliance, Invoices, Estimates, Approvals, Reports, Tasks, Clients and Settings, so nothing needs the search box to reach.

Keyboard shortcuts

Press ? anywhere to see the list. Common ones:

• g then d - Dashboard; g then m - My Day; g then a - Approvals
• g then i / e / p / c / t - Invoices, Estimates, Proposals, Clients, Tasks; g then r - Reports
• n - the page's main "New" button; / - focus the page search
• Ctrl or Cmd + K - search, jump to a page, or ask the assistant; Ctrl or Cmd + J - open the assistant