Account setup
Finding your way around
A short tour of the sidebar: Dashboard, Clients, Documents, Review Grid, Ledgers, Trial Balance, Insights, and Settings.
Updated 10 October 20261 min read
The left-hand menu holds everything you use day to day. The top bar has search, the client picker, notifications, and your account menu.
| Menu | What you do there |
|---|---|
| Dashboard | A snapshot of work waiting: documents processing, rows to review, open tasks, and alerts. |
| Clients | Your list of businesses, portal invites, and junior assignments. CA firms only. |
| Audit log | A history of important changes. CA firms only. |
| Tasks | To-dos for the team, as a board or a list. |
| Documents | Upload and file documents for the selected client. |
| Review Grid | Check extracted rows, fix amounts, choose ledgers, and approve or send. |
| Ledgers | Your chart of accounts as a tree, plus the Day Book after a Tally sync. |
| Trial Balance | What you have approved, with an Excel export. |
| Insights | Charts and Tally reports. Enterprise plan. |
| Settings | Team, language, and integrations. |
| Billing | Your plan, payment method, and invoices. |
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