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Platform

The Platform group in the left sidebar is where accounting work is reviewed, posted, and followed up. Start with Dashboard, then open the workflow that matches the item you need to finish.

Sections​

  • Dashboard: review current work and open the next priority.
  • Inbox: review non-posted documents and drafts before posting.
  • Bookkeeping: inspect posted ledger entries and history.
  • Assets: review fixed assets, depreciation, and supporting documents.
  • Invoicing: manage customer-facing invoice work.
  • Payments Due: track supplier invoices and outgoing payment obligations.
  • Payroll: review employee and salary-related accounting work.
  • Chart of Accounts: review BAS accounts available to the workspace.
  • Time Tracking: track time used for company work and review.

Suggested path​

Start with Dashboard to understand the workspace state. Move into Inbox for document review and posting, use Bookkeeping for posted-ledger follow-up, then open the other Platform pages when the work is tied to assets, customers, suppliers, employees, accounts, or time.