Navigation
Navigation - Full Application Users
Standard users see the full application sidebar, with access to core features.
The sidebar is divided into:
- Main navigation (top)
- Settings navigation (bottom)
Main navigation
To pick up a draggable item, press the space bar. While dragging, use the arrow keys to move the item. Press space again to drop the item in its new position, or press escape to cancel.
Icon | Label | Page |
|---|---|---|
Upload | Upload | |
FileText | Documents | |
Users | Clients | |
Email Accounts | | |
Smartphone | Mobile Scanners | |
Puzzle | Connections | |
Scale | Reconciliation Cockpit | |
Icon | Label | Action |
|---|---|---|
Settings | Settings | Opens |
LogOut | Log out | Signs you out |
Navigation - Settings
When you open any settings page, a secondary sidebar appears.
What you see here depends on your permissions.
Available sections
For all users
- Profile
For administrators only
- Organisation
- Team
- Plan and Billing
Navigation behaviour
- A back button is displayed
- Clicking it returns you to the main application
Navigation - Client Portal Users
Client portal users (contact users) see a restricted sidebar.
Access is limited to a single client workspace.
Available navigation
IconIcon | LabelLabel | PagePage |
|---|---|---|
Download | Money In | |
Upload | Money Out | |
Receipt | VAT | |
Smartphone | Mobile Scanners | |
Restrictions
Client portal users cannot access:
- Documents
- Clients
- Connections
- Settings
Updated on: 16/04/2026
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