# Akaunting (Laravel fixture) # About Akaunting (Laravel fixture) _Welcome_ # Welcome to Akaunting Akaunting is a small-business accounting and financial management application for recording, monitoring, and reporting business activity across companies. It helps keep customer income, supplier obligations, account balances, inventory activity, and financial records organized in one place. Access the application at: `http://akaunting.atlorix-fixtures.svc.cluster.local` The current company is **Atlorix Fixture**. Akaunting is designed for the following users: - **Business owners** who need a clear view of income, expenses, cash balances, outstanding customer invoices, supplier bills, inventory, and financial performance. - **Accountants or bookkeepers** who record and maintain transactions, accounts, transfers, reconciliations, and reports. - **Accounts receivable clerks** who create invoices, maintain customer records, record customer payments, and follow up on amounts owed. - **Accounts payable clerks** who record bills, maintain vendor records, track payment obligations, and record supplier payments. - **Financial administrators** who manage company financial records, accounts, operational settings, and reporting requirements. ## What You Can Manage Akaunting organizes financial work into the following areas. | Area | What you can do | |---|---| | **Common** | Work with shared financial records and information used throughout the application, including companies, contacts, items, transactions, and reports. | | **Banking** | Manage financial accounts, record account activity, create transfers between accounts, and perform reconciliations to match recorded transactions with account statements or balances. | | **Purchases** | Maintain vendors, record bills, track supplier payment obligations, and manage purchase-related transactions. | | **Sales** | Maintain customers, create and manage invoices, record customer payments, and track amounts due from customers. | | **Apps** | Review and manage available applications or extensions that support the business’s accounting workflow. | | **Other** | Access additional functions that support the company’s financial administration and record management. | ## Key Business Records Akaunting uses connected records so that financial activity can be recorded consistently and reviewed accurately: - An **Invoice** records goods or services owed by a customer. - A **Bill** records a payment obligation owed to a vendor. - A **Customer** is a person or organization that buys from the business. - A **Vendor** is a supplier or service provider the business pays. - An **Account** records financial balances and activity. - A **Transaction** records a financial movement, such as income, an expense, or a payment. - A **Transfer** records movement of money between financial accounts. - A **Reconciliation** compares recorded transactions with an account statement or balance. - An **Item** is a product or service used for invoicing or inventory tracking. - **Inventory** is the goods or stock tracked by the business. - A **Report** provides a financial summary or analysis of business activity. Use these records together to maintain accurate books, monitor the total amount owed by customers or to vendors, review account balances, investigate difference amounts during reconciliation, and make informed financial decisions for Atlorix Fixture. # Accounts _Applications › Banking_ ![Accounts](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/2e11167de04eae7a720856f5b3d7c89b.png) *accounts* ## Overview Accounts provides the working list of financial accounts used to review recorded balances and related monetary information for the company. Business owners, accountants, bookkeepers, and financial administrators use this page when they need to locate an account, narrow the list to relevant accounts, and review the resulting records before continuing work in Transactions, Transfers, or Reconciliations. This page supports review and filtering of existing account records. You must have permission to work with Accounts before you can use the available search and filter controls. > **Note:** The available screens support reviewing and filtering accounts. They do not provide a documented workflow for creating, editing, or deleting an account record. ## Workflow ### 1. Open the account list 1. In the application navigation, select **Accounts**. 2. Review the displayed account records and their monetary information. Use this initial view when you know the account is already likely to be visible without additional filtering. ![accounts](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/efd2fefd0f84f8bc429ebd02571166b7.png) *accounts* > **Tip:** Begin with the unfiltered list when you need a broad view of available accounts. Apply filters only when the list contains more records than you need to review. ### 2. Decide whether you know account text If you know text that identifies the account, use direct search. If you need to identify accounts by a condition, such as currency or enabled status, use the broader filter instead. 1. Select the first available **Type to search..** field. 2. Enter available account text to search for the account. 3. Review the filtered results and the monetary information displayed for the matching account records. ![accounts](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/96eb1f8dfe3766e8a622b9c37a386bcf.png) *accounts* Direct search is appropriate when the account can be found using available text. If the results do not identify the accounts you need, move to the broader search and filter controls. ### 3. Decide whether to apply a condition-based filter Use a condition-based filter when text alone is not sufficient, or when you need to review accounts that share a particular attribute. 1. Select **Search or filter results..** to apply a broader search or filter. 2. Select **Currency** when you need to filter accounts by currency. 3. Select **Enabled** when you need to filter accounts by enabled status. 4. Choose one of the available conditions: - Select **is** to require records that match the selected filter condition. - Select **is not** to exclude records that match the selected filter condition. 5. Review the resulting account records. ![accounts](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/0c03289091df6a4a8a6ed4914248d4d1.png) *accounts* Use **is** when the selected attribute must be present in the results. Use **is not** when the selected attribute must be excluded. For example, a currency filter with **is** focuses the review on accounts in the selected currency, while **is not** removes those accounts from the displayed results. > **Tip:** Use **Enabled** with **is** when you need to focus on accounts currently identified by the enabled-status filter. Use **is not** only when your review specifically requires excluding that status. ### 4. Decide whether more than one filter is needed When more than one filter criterion is presented, arrange the criteria in the order needed for your review. 1. Use **drag_handle** to arrange the filter criteria. 2. Confirm that the displayed account records remain relevant to the question you are reviewing. 3. Continue refining the search or filter only when the current results are too broad or do not contain the required account records. Arrange criteria carefully when combining Currency and Enabled filters. Reviewing the visible results after each change helps you confirm that the selected conditions are producing the intended account list. ### 5. Review the final account results 1. Review the final list of accounts returned by the search or filters. 2. Check the displayed monetary information for the account records relevant to the company review. 3. Keep the filtered view in place while comparing accounts, or return to a broader search when you need to locate additional records. The account list is the completed result of this workflow: it presents the account records that match the text and filter conditions you selected. ## Examples ### Review enabled USD accounts An accountant needs to review accounts that are both enabled and recorded in USD before comparing their displayed monetary information. 1. Open **Accounts**. 2. Select **Search or filter results..**. 3. Select **Currency** as the first filter attribute. 4. Select **is** and choose USD as the currency condition. 5. Add an enabled-status criterion by selecting **Enabled**. 6. Select **is** and choose the available enabled status value. 7. If both criteria are presented, use **drag_handle** to arrange them for the review. 8. Review the resulting account records and their displayed monetary information. If no records are returned, the accountant should review the selected currency and enabled-status conditions. The issue may be that no accounts meet both conditions, rather than that the account list is unavailable. ## Tips > **Tip:** Use **Type to search..** for a quick text-based lookup and **Search or filter results..** for a broader condition-based review. > **Note:** **Currency** and **Enabled** are available account-filter attributes. Select the attribute that directly answers the review question before adding further criteria. > **Warning:** A filter using **is not** excludes matching records. Check this condition carefully before concluding that an account is not available. ## Troubleshooting | Symptom | Likely cause | Fix | |---|---|---| | The account you need is not displayed. | The text search does not match available account text, or a filter excludes the account. | Review the entry in **Type to search..** and the conditions selected through **Search or filter results..**. In particular, check whether **is not** is excluding the required records. | | No matching data is displayed. | The current search or filter criteria are too restrictive, or no accounts meet all selected conditions. | Review the Currency and Enabled criteria. Adjust the selected condition or remove restrictive criteria until relevant records are displayed. | | The results contain accounts that are not relevant. | The search is too broad or does not include the appropriate account attribute. | Use **Search or filter results..**, then select **Currency** or **Enabled** and apply **is** to require the needed condition. | | You cannot work with the Accounts page. | Your user may not have permission to work with Accounts. | Confirm that you have permission to work with Accounts before attempting the review workflow. | ## Related pages - [Banking — Overview](doc:banking-overview) - [reconciliations](doc:reconciliations) - [Banking — Learning Path](doc:workflows-banking) - [transactions](doc:transactions) - **transfers** # Apps _Applications › Apps_ ![Apps](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/e63c595c5292a29b8ef0d0144d5850b7.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A51.06%2C%22y%22%3A13.74%2C%22w%22%3A5.17%2C%22h%22%3A4.73%2C%22label%22%3A%224%20%20Save%22%7D%5D%7D) *rocket_launch Apps* ## Overview Use **Apps (rocket_launch Apps)** to access the application area of your installation and provide the required API key when prompted. Business owners, accountants, and financial administrators can use this area to locate application-related entries, including Company, Localisation, and Invoice, before continuing to the relevant business workflow. Use the search fields to narrow the displayed entries when the available list is longer than the items you need to review. ## Settings Before saving changes on the Apps screen, enter a value in **Enter API Key**. This field is required. > **Note:** Do not leave **Enter API Key** blank. The screen identifies this field as required. 1. Open **Apps (rocket_launch Apps)** from the application navigation. ![rocket_launch Apps](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/bf14db7781ca748e33ce24328390607e.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A51.06%2C%22y%22%3A13.74%2C%22w%22%3A5.17%2C%22h%22%3A4.73%2C%22label%22%3A%224%20%20Save%22%7D%5D%7D) *rocket_launch Apps* ![Save](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/b3e9372e13436ba97e7f8bd628bebbf7.png) 2. Enter the required value in **Enter API Key**. 3. Review the value before you save it. If it is not correct, revise the field before continuing. 4. Select **Save** to save the API key. > **Tip:** Save the API key immediately after entering or revising it so that the screen does not retain an unsaved required value. ## Workflow 1. **Open the Apps area.** Select **Apps (rocket_launch Apps)** to display the Apps screen. ![rocket_launch Apps](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/288e02bfc0f2702227d721d422487a6b.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A51.06%2C%22y%22%3A13.74%2C%22w%22%3A5.17%2C%22h%22%3A4.73%2C%22label%22%3A%224%20%20Save%22%7D%5D%7D) *rocket_launch Apps* ![Save](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/b3e9372e13436ba97e7f8bd628bebbf7.png) 2. **Decide whether you need to locate an entry or update the required key.** - To find an entry, enter a term in one of the **Type to search..** fields. Use a relevant term such as Company, Localisation, or Invoice to narrow what you are reviewing. - To update the required key, enter or revise the value in **Enter API Key**. 3. **Confirm the required information before saving.** Check that **Enter API Key** contains the intended value. If the value needs correction, revise it before saving. Because the field is required, do not proceed with an empty value. 4. **Save the current configuration.** Select **Save** when the API key is complete and the entries you need have been located. ![rocket_launch Apps](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/2ec40df6d0bc332671846f6eee123d96.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A51.06%2C%22y%22%3A13.74%2C%22w%22%3A5.17%2C%22h%22%3A4.73%2C%22label%22%3A%224%20%20Save%22%7D%5D%7D) *rocket_launch Apps* ![Save](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/b3e9372e13436ba97e7f8bd628bebbf7.png) 5. **Continue to the applicable application area.** Use the available application entries to continue with the relevant work: - **Company (business Company)** for company-related work. - **Localisation (flag Localisation)** for localisation-related work. - **Invoice (description Invoice)** for invoice-related work. > **Warning:** The Apps screen provides a required API key field, but the available information does not describe the purpose or format of the key. Use the value provided by your organization and avoid substituting an unverified value. ## Examples A financial administrator needs to review the available application entries and save the API key provided for the business. 1. The administrator opens **Apps (rocket_launch Apps)**. 2. In **Type to search..**, the administrator enters `Invoice` to locate the Invoice entry. 3. The administrator enters the organization-provided value in **Enter API Key**. 4. Before saving, the administrator verifies that the API key field is not blank and that the search term is appropriate for the entry being reviewed. 5. The administrator selects **Save**. 6. The administrator then selects **Invoice (description Invoice)** to continue to invoice-related work. ## Tips > **Tip:** Use a specific search term, such as `Company`, `Localisation`, or `Invoice`, rather than a broad term, to make the Apps list easier to review. > **Note:** The screen includes multiple **Type to search..** fields. Enter search text only in the field associated with the area you are reviewing. > **Warning:** If you change the API key, select **Save** before navigating away from the Apps screen. ## Troubleshooting | Symptom | Likely cause | Fix | |---|---|---| | You cannot complete the required information. | **Enter API Key** is blank. | Enter the API key in **Enter API Key**, then select **Save**. | | You cannot find the application entry you need. | The displayed entries have not been narrowed. | Enter a relevant term in **Type to search..**, such as Company, Localisation, or Invoice. | | Your changes are not retained. | The updated value was not saved. | Review **Enter API Key** and select **Save** before leaving the screen. | ## Related pages - [Apps — Overview](doc:apps-overview) - [Apps — Learning Path](doc:workflows-apps) # Apps — Overview _Applications › Apps_ The Apps overview provides a central place to access the applications available to the business. Business owners and financial administrators can use this area to move between supporting tools and accounting-related workspaces. Available applications may support operational and financial activities, such as reviewing dashboard information and working with Items. The area also provides controls for finding applications, adjusting settings, and accessing support. ## What you can do here - Use Search (**search**) to find an application. - Use Add (**add_circle_outline**) to add an application. - Use More options (**more_horiz**) to access additional application options. - Use Settings (**settings**) to manage application settings. - Select **Save** to save changes. - Open Support (**support**) for assistance. - Open **Atlorix Fixture**, Dashboard (**speed Dashboard**), or Items (**inventory_2 Items**) to access the available applications. ## Related pages - [rocket_launch Apps](doc:rocket_launch-apps) - [Apps — Learning Path](doc:workflows-apps) # Banking — Learning Path _Learning Paths › Banking_ This learning path is for Banking users who need to find account information, initiate transaction and reconciliation work, and keep financial activity organized. After completing it, learners will be able to use the Banking screens to search and filter accounts, begin transaction-related work, and locate or start reconciliation activities. ## Learning objectives - By the end of this path you can review and narrow account results using search and filter controls. - By the end of this path you can identify accounts by currency and enabled status. - By the end of this path you can locate an existing transaction or begin a new one. - By the end of this path you can locate an existing reconciliation or begin a new reconciliation. - By the end of this path you can select the appropriate Banking workspace for account, transaction, transfer, and reconciliation tasks. ## Prerequisites - Access to the Banking app. - Access to the [Accounts](doc:accounts), [Transactions](doc:transactions), **Transfers**, and [Reconciliations](doc:reconciliations) screens. - Familiarity with the accounts and financial work your organization manages in Banking. - No prior Banking app experience is required. ## Module 1: Find the right accounts for your work **Goal:** Build confidence finding and narrowing account records before starting financial work. ### Lesson 1.1: Search the account list When you need to review a specific account without scanning the full list, start in [Accounts](doc:accounts). Use **Type to search..** to enter the account information you know, then review the matching results. If you need to refine the displayed records further, use **Search or filter results..**. **Practice task:** Open [Accounts](doc:accounts) and use **Type to search..** or **Search or filter results..** to narrow the account list. ### Lesson 1.2: Filter accounts by currency and status When you are preparing work for accounts that meet a particular condition, use [Accounts](doc:accounts) to focus the list. Use **Currency** to narrow accounts by currency, then use **Enabled** with **is** or **is not** to include the account status you need. Use **drag_handle** when arranging the filters for your review. **Practice task:** In [Accounts](doc:accounts), filter the results to a currency and either enabled or not-enabled accounts. ## Module 2: Begin and review daily transaction work **Goal:** Use the transaction workspace to find existing work and start new transaction work when needed. ### Lesson 2.1: Locate a transaction to review When you need to check whether a transaction already exists before taking action, open [Transactions](doc:transactions). Enter identifying information in **Type to search..** to locate the relevant transaction and review the results before creating additional work. **Practice task:** Open [Transactions](doc:transactions) and use **Type to search..** to look for a transaction you recognize. ### Lesson 2.2: Begin transaction work from the list When the transaction you need is not already available in the results, begin the process from [Transactions](doc:transactions). Select **Add (add_circle_outline)** to start a transaction. If you need actions associated with the transaction list, open **More options (more_horiz)** and choose from the available options. **Practice task:** In [Transactions](doc:transactions), select **Add (add_circle_outline)** to begin a transaction. ## Module 3: Navigate banking activities and complete periodic reconciliation work **Goal:** Choose the correct Banking workspace and use reconciliation controls to find or begin period-end work. ### Lesson 3.1: Choose the correct Banking workspace When you receive a Banking task, first identify its purpose so you begin in the right place. Use [Accounts](doc:accounts) for account-focused review, [Transactions](doc:transactions) for transaction work, **Transfers** for transfer work, and [Reconciliations](doc:reconciliations) for reconciliation work. Choosing the correct workspace helps prevent beginning the wrong type of activity. **Practice task:** Identify which of the four Banking screens you would open for an account review, a transaction, a transfer, and a reconciliation. ### Lesson 3.2: Locate a reconciliation before starting another When you need to complete a periodic reconciliation, first check whether the relevant reconciliation already exists. On [Reconciliations](doc:reconciliations), use **Type to search..** and **search** to locate the reconciliation. Reviewing existing results first helps you avoid starting duplicate work. **Practice task:** Open [Reconciliations](doc:reconciliations) and use **Type to search..** and **search** to locate a reconciliation. ### Lesson 3.3: Begin a new reconciliation When no existing reconciliation matches the work you need to perform, remain on [Reconciliations](doc:reconciliations) and select **add_circle_outline** to begin a reconciliation. Use **more_horiz** when you need to see the additional options available from the reconciliation list. **Practice task:** In [Reconciliations](doc:reconciliations), select **add_circle_outline** to begin a reconciliation. ## Final assessment 1. You need to review only enabled accounts in a particular currency. Which screen and controls should you use? 2. You are about to begin transaction work, but first need to verify whether the transaction already exists. What should you do? 3. You need to start new transaction work after searching and finding no matching transaction. Which control should you select? 4. During period-end work, you need to avoid creating a duplicate reconciliation. What is the correct first step? 5. A colleague asks you to process a transfer rather than review an account, transaction, or reconciliation. Which Banking screen should you open? ### Answers 1. Use [Accounts](doc:accounts), then apply **Currency** and **Enabled** with **is** or **is not**; use **Search or filter results..** as needed. **Why:** These controls narrow account results by currency and enabled status. 2. Open [Transactions](doc:transactions) and use **Type to search..** to locate the transaction. **Why:** Searching first confirms whether the transaction is already in the list. 3. Select **Add (add_circle_outline)** on [Transactions](doc:transactions). **Why:** This is the control for beginning transaction work. 4. Open [Reconciliations](doc:reconciliations) and use **Type to search..** and **search** to look for an existing reconciliation. **Why:** Locating existing work first reduces the chance of duplication. 5. Open **Transfers**. **Why:** Transfers are handled in the dedicated Transfers workspace. # Banking — Overview _Applications › Banking_ ## Overview The Banking area brings together the financial accounts and recorded activity that support day-to-day cash management. It provides access to accounts, transactions, transfers, and reconciliations. Business owners, accountants, bookkeepers, and financial administrators use this area to review account activity and maintain records used for financial reporting. Accounts receivable and accounts payable staff may also use it when reviewing payments and related transactions. This area manages financial Accounts, individual Transactions, Transfers between accounts, and Reconciliations that match recorded activity to account balances or statements. ## What you can do here - Use Search (**search**) to find records displayed in Banking screens. - Use Add (**add_circle_outline**) to begin creating a new Banking record. - Open Settings (**settings**) to access settings available for the Banking area. ## Related pages - [accounts](doc:accounts) - [reconciliations](doc:reconciliations) - [Banking — Learning Path](doc:workflows-banking) - [transactions](doc:transactions) - **transfers** # Basic Terminology _Getting Started_ ## Getting Started Use the following terms consistently when working with the application. | Term | Definition | |---|---| | **Invoice** | A bill issued to a customer for goods or services owed. | | **Bill** | A supplier payment obligation recorded by the business. | | **Customer** | A person or organization that buys from the business. | | **Vendor** | A supplier or service provider the business pays. | | **Account** | A financial account used to record balances and activity. | | **Transaction** | A recorded financial movement, such as income, expense, or payment. | | **Transfer** | Movement of money between financial accounts. | | **Reconciliation** | The process of matching recorded transactions to an account statement or balance. | | **Item** | A product or service tracked for invoicing or inventory purposes. | | **Inventory** | Goods or stock tracked by the business. | | **Report** | A financial summary or analysis of business activity. | | **Total amount** | The full monetary value of a record or set of records. | | **Transaction amount** | The monetary value assigned to a financial transaction. | | **Difference amount** | The remaining variance between compared monetary amounts. | # Bills _Applications › Purchases_ ![Bills](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/49bfb6f71267d9b63666a217bba901c0.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A10.6%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%222%20%20search%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A14.49%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%224%20%20add_circle_outline%22%7D%5D%7D) *bills* ![search](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/cb30f87e2eaa29071185ac99c758fe4f.png) ![add_circle_outline](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/30e6395dd48612cc0e6645bd9c075ba9.png) ## Overview Use Bills to locate an existing supplier payment obligation or begin recording a new Bill for a Vendor. Accounts payable clerks, accountants, bookkeepers, and financial administrators use this workspace when they need to review a Bill already recorded or start a Bill for goods or services received from a Vendor. Before working with Bills, ensure that you have permission to work with Bills and Vendors. A Vendor is the party to whom the payment obligation is owed. > **Note:** The available Bills screen supports finding Bills and opening the new-Bill entry view. Complete the Bill using the fields and actions available in that entry view. ## Workflow 1. Open the Bills workspace. From the application navigation, select **Apps**, then select **Bills**. ![bills](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/a0b4197aa7b72efaae454d1bcc7a0c59.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A10.6%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%222%20%20search%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A14.49%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%224%20%20add_circle_outline%22%7D%5D%7D) *bills* ![search](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/78fb1aa7a40793e212dfc829d6b7c681.png) ![add_circle_outline](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/4d8116c3748349b909fe1db14e6e9fda.png) 2. Decide whether you need an existing Bill or need to begin a new one. - To locate a recorded Bill, continue with the search option in the next step. - To begin recording a new supplier obligation, select **Add (add_circle_outline)**. This opens the available new-Bill entry view. ![bills](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/4fb2f15476da8cb88796bd854b475583.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A10.6%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%222%20%20search%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A14.49%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%224%20%20add_circle_outline%22%7D%5D%7D) *bills* ![search](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/fb756d0b92a613ed0fdfae6e68d36525.png) ![add_circle_outline](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/089281f0d1ddc7dc8a547f7f61298b61.png) 3. Find an existing Bill when you need to review it. Enter a relevant search term in **Type to search..**, then select **Search (search)** to run the search. Use a term that helps identify the Bill, such as information associated with the Vendor or the obligation. Review the results shown in the Bills workspace and select the appropriate Bill for your work. ![bills](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/fcdbf34cdbc1bd3e215417318a23ca47.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A10.6%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%222%20%20search%22%7D%5D%7D) *bills* ![search](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/ec4b8c7766ccfcae45cecb87a1b4409f.png) > **Tip:** Search before starting a new Bill when you are unsure whether the supplier obligation has already been recorded. This helps avoid working on the wrong Bill. 4. Start a new Bill when no existing record applies. Select **Add (add_circle_outline)** from the Bills workspace to open the new-Bill entry view. Record the Vendor obligation in the entry view using the available controls. The Bill is owed to the Vendor, so confirm that you are working with the correct supplier before continuing. > **Warning:** Do not begin a new Bill for an obligation that is already recorded. First use **Type to search..** and **Search (search)** to check for an existing Bill. ## Examples A business receives an obligation from its office-supply Vendor, Northstar Office Supplies, for a total amount of $850. 1. The accounts payable clerk opens **Apps** and selects **Bills**. 2. The clerk first enters `Northstar Office Supplies` in **Type to search..** and selects **Search (search)**. 3. If the search identifies the relevant Bill, the clerk opens that existing record rather than beginning another one. 4. If no applicable Bill is found, the clerk selects **Add (add_circle_outline)**. 5. The new-Bill entry view opens, ready for the clerk to record the Vendor obligation. This process ensures that the clerk either finds the existing Bill or reaches the new-Bill entry view without creating an unnecessary duplicate. ## Tips > **Tip:** Use a search term that is relevant to the Bill you need to locate. If the first search does not identify the correct record, revise the term in **Type to search..** and run **Search (search)** again. > **Note:** Bills are supplier payment obligations. Use Bills for amounts the business owes to a Vendor, not for Invoices issued to Customers. ## Troubleshooting | Symptom | Likely cause | Fix | |---|---|---| | You cannot find the Bill you need. | The search term is not sufficiently relevant to the Bill. | Replace the value in **Type to search..** with another relevant term and select **Search (search)** again. | | You need to record a supplier obligation but cannot begin a Bill. | You may not have permission to work with Bills or Vendors. | Confirm that you have the required permission to work with Bills and Vendors. | | You are unsure whether to create a new Bill. | An existing Bill may already have been recorded. | Search for the Bill first. Select **Add (add_circle_outline)** only when no existing Bill applies. | ## Related pages - [Purchases — Overview](doc:purchases-overview) - [vendors](doc:vendors) - [Purchases — Learning Path](doc:workflows-purchases) # Common — Learning Path _Learning Paths › Common_ This learning path is for administrators and business users who maintain shared dashboards in the Common app. You will learn how to find an existing dashboard, review its current configuration, update its identifying details and availability, and perform a repeatable dashboard maintenance review. ## Learning objectives - By the end of this path you can locate an existing dashboard using the available search and filter controls. - By the end of this path you can review a dashboard’s name and current enabled status before making changes. - By the end of this path you can maintain dashboard details through the dashboard editing workflow. - By the end of this path you can use a consistent review process to keep dashboards discoverable and appropriately available. - By the end of this path you can distinguish between finding a dashboard and editing its configuration. ## Prerequisites - Access to the [Manage Dashboards](doc:manage-dashboards) screen. - Permission to maintain existing dashboards. - At least one existing dashboard to review. - Familiarity with the dashboard name or other identifying text you can use in **Type to search..** or **Search or filter results..**. ## Module 1: Find the dashboard that needs attention Goal: Learn to locate the correct existing dashboard before reviewing or changing it. ### Lesson 1.1: Search for a known dashboard You need to update a dashboard requested by a stakeholder, but first you must ensure that you are working with the correct existing record. Open [Manage Dashboards](doc:manage-dashboards) and use **Type to search..** to enter a known part of the dashboard’s name. Review the resulting dashboards and confirm the intended record by its displayed **Name \*** before proceeding to maintenance. **Practice task:** In [Manage Dashboards](doc:manage-dashboards), use **Type to search..** to find an existing dashboard by part of its name. ### Lesson 1.2: Narrow a broad dashboard list You have many dashboards available and a basic search returns too many possible matches. In [Manage Dashboards](doc:manage-dashboards), use **Search or filter results..** to narrow the displayed results. Compare the remaining records using **Name \*** so that you select the dashboard that matches the maintenance request rather than a similarly named one. **Practice task:** Use **Search or filter results..** on [Manage Dashboards](doc:manage-dashboards) to reduce a broad list to the dashboard you need. ## Module 2: Maintain dashboard details and availability Goal: Review and update the information that identifies a dashboard and controls whether it is available. ### Lesson 2.1: Review a dashboard before editing Before changing a dashboard, you need to understand its current state. Locate the dashboard in [Manage Dashboards](doc:manage-dashboards), then open [Edit](doc:manage-dashboards). Review **Name \*** and **enabled** as they are currently configured. This check helps you avoid changing the wrong dashboard or unintentionally altering its availability. **Practice task:** Open an existing dashboard in [Edit](doc:manage-dashboards) and identify its current **Name \*** and **enabled** state. ### Lesson 2.2: Update an existing dashboard’s identifying details A dashboard’s name needs to remain clear and recognizable for the people who use it. From [Manage Dashboards](doc:manage-dashboards), find the existing dashboard and continue to [Edit](doc:manage-dashboards). Update **Name \*** to reflect the approved dashboard name, while checking **enabled** so that its availability remains appropriate for the maintenance request. If **N/A** is shown in the editing context, retain or review it as presented rather than assuming it represents a dashboard name or enabled state. **Practice task:** In [Edit](doc:manage-dashboards), review **Name \*** and **enabled** for an existing dashboard and make the approved maintenance update. ## Module 3: Establish a repeatable dashboard review routine Goal: Apply a consistent process for keeping existing dashboards accurate and appropriately available over time. ### Lesson 3.1: Check whether an active dashboard is still discoverable A dashboard is reported as difficult to find, even though it should remain available. Start in [Manage Dashboards](doc:manage-dashboards) and search for it using **Type to search..**. If needed, refine the result set with **Search or filter results..**. Open the matching record in [Edit](doc:manage-dashboards) and verify both **Name \*** and **enabled**. This sequence separates a discoverability problem from an availability problem. **Practice task:** Find a dashboard through [Manage Dashboards](doc:manage-dashboards) and verify its **enabled** setting in [Edit](doc:manage-dashboards). ### Lesson 3.2: Perform a periodic dashboard maintenance check During a routine review, you need to identify dashboards whose names or availability no longer match current needs. In [Manage Dashboards](doc:manage-dashboards), use **Search or filter results..** to work through the relevant dashboard set. For each dashboard that requires attention, open [Edit](doc:manage-dashboards), review **Name \*** and **enabled**, and apply the approved maintenance decision. Use the same process consistently so each review is traceable and focused on the correct record. **Practice task:** Choose one existing dashboard and complete a review of its **Name \*** and **enabled** state using [Manage Dashboards](doc:manage-dashboards) and [Edit](doc:manage-dashboards). ## Final assessment 1. A stakeholder asks you to update “Sales Overview,” but several dashboards have similar names. What should you do first to avoid editing the wrong dashboard? 2. You can find a dashboard in the dashboard list, but users say it is not available to them. Which setting should you review, and on which screen? 3. Your initial dashboard search returns too many records. Which control should you use to narrow the result set? 4. During a quarterly review, you find a dashboard with an outdated title but an appropriate availability state. Which fields should you review and which one is the likely target for the update? 5. A request says a dashboard “cannot be found.” Describe the sequence you would follow to determine whether the issue is its name, search visibility, or enabled status. ### Answers 1. Use **Type to search..** or **Search or filter results..** in [Manage Dashboards](doc:manage-dashboards), then confirm the record using **Name \***. Why: Search and name confirmation help distinguish similarly named dashboards. 2. Review **enabled** in [Edit](doc:manage-dashboards). Why: The enabled setting is the available control for checking whether the dashboard is active. 3. Use **Search or filter results..** in [Manage Dashboards](doc:manage-dashboards). Why: It is intended to refine the displayed dashboard results. 4. Review **Name \*** and **enabled** in [Edit](doc:manage-dashboards); update **Name \*** if availability is already correct. Why: The problem is the outdated identifier, not the dashboard’s enabled state. 5. Search in [Manage Dashboards](doc:manage-dashboards) with **Type to search..**, refine with **Search or filter results..** if needed, confirm **Name \***, then open [Edit](doc:manage-dashboards) to review **enabled**. Why: This process checks findability first and availability second. # Common — Overview _Applications › Common_ ## Overview The Common area provides shared access to core business functions across the application. It includes company management, business information, dashboards, Items, Reports, and general settings. Business owners, accountants, bookkeepers, and financial administrators can use this area to move between companies and review common operational information. Accounts receivable and accounts payable staff may also use it to locate relevant Items, reports, and application resources. This area brings together records and views that support the wider accounting workflow, including company details, Items used for invoicing or Inventory, and financial Reports. ## What you can do here - Use More options (**more_horiz**) to access additional available actions. - View Notifications (**notifications 1**) to review available notifications. - Use Search (**search**) to find available information. - Select Add (**add_circle_outline**) to begin adding an available record. - Open Settings (**settings**) to access application configuration options. - Use Expand (**expand_circle_down**) to reveal additional available content or options. - Access Support (**support**) for help with the application. ## Related pages - [Getting Started with Common](doc:common-getting-started) - [Edit](doc:manage-dashboards) - [Common — Learning Path](doc:workflows-common) - [inventory_2 Items](doc:inventory_2-items) - [donut_small Reports](doc:donut_small-reports) # Customers _Applications › Sales_ ![Customers](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/0cdffa1c69fae6c7ee102b88ffdc5fbd.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A10.6%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%224%20%20search%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A14.49%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%226%20%20add_circle_outline%22%7D%5D%7D) *customers* ![search](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/5e588a10b53e7e403fbe4f670e9cb24d.png) ![add_circle_outline](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/2188b1a1bf619a118e43652996487648.png) ## Overview Customers are the people or organizations that buy from your business. Use the Customers feature to work in the correct company context, search the customer list for an existing record, and begin adding a Customer only when no suitable record is found. Business owners, accountants, accounts receivable clerks, and financial administrators can use this feature before issuing Invoices or reviewing customer-related activity. Searching first helps prevent duplicate Customer records. ## Settings Before working with Customers, confirm that the active **Company** context is the business for which you are searching or adding a Customer. The Company context determines the business context available from the Customers workflow controls. You must also have permission to work with customer records. > **Note:** Select the appropriate Company before searching. A Customer that belongs to another company context may not be the correct record for the business currently being processed. ## Workflow ### Confirm the company context 1. Confirm that you are working for the appropriate business before searching for or adding a Customer. Select **Company** to view or change the company context available in the workflow. ![customers](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/3631618aa288b7460e1f16355f6fcdf4.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A10.6%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%224%20%20search%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A14.49%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%226%20%20add_circle_outline%22%7D%5D%7D) *customers* 2. Decide whether the displayed company is correct: - If it is correct, continue to search for the Customer. - If it is not correct, change the Company context before continuing. Then return to the Customers screen and search within that context. ### Search for an existing Customer 3. In **Type to search..**, enter identifying Customer text to narrow the customer list. Use text that helps distinguish the Customer, such as the Customer name or another identifying term available to you. ![customers](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/f9afeb2b865b13d8468c3be804257a29.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A10.6%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%224%20%20search%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A14.49%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%226%20%20add_circle_outline%22%7D%5D%7D) *customers* 4. Select **search** to run the customer search. 5. Review the narrowed customer list and make a decision: - If an appropriate Customer is found, use that existing Customer record for the work you need to perform. Do not begin adding a duplicate record. - If no appropriate Customer is found, proceed to begin adding a new Customer. > **Tip:** Search using more specific identifying text when the list contains several similar Customers. This helps you verify whether a suitable record already exists before starting a new one. ### Begin adding a Customer when no match exists 6. Select **add_circle_outline** to begin the available action to add a Customer. ![customers](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/099f98726643a3198f8d24108c9ad994.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A10.6%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%224%20%20search%22%7D%5D%7D) *customers* 7. Continue with the Customer-creation action presented by the application. The available Customers screen confirms that **add_circle_outline** starts the add-Customer action; it does not provide the fields or completion controls used after that action begins. > **Warning:** Do not use **add_circle_outline** merely to check whether a Customer exists. Run a search first and add a Customer only when no appropriate result is returned in the active Company context. ## Examples A financial administrator needs to confirm whether *Northwind Office Supplies* is already a Customer for the current business before preparing an Invoice. 1. The administrator opens Customers and checks **Company**. The active Company is the business that will issue the Invoice, so no company-context change is needed. 2. In **Type to search..**, the administrator enters `Northwind Office Supplies`. 3. The administrator selects **search** to narrow the customer list. 4. The administrator reviews the search results: - If Northwind Office Supplies appears as the appropriate Customer, the administrator uses the existing Customer rather than creating another record. - If the search returns no appropriate Customer, the administrator selects **add_circle_outline** to begin adding Northwind Office Supplies as a Customer. 5. The administrator completes the add-Customer action using the options presented after **add_circle_outline**. The fields and final completion action for that later screen are not available in the Customers screen information provided here. This process ensures that the business searches within the correct Company context before creating a new Customer record. ## Tips > **Tip:** Use the active **Company** context as the first check whenever your business works across more than one company. Search results should be evaluated only for the company currently selected. > **Tip:** Search before adding every Customer. Reusing an appropriate existing Customer record supports consistent customer information when the business later creates Invoices and reviews Reports. ## Troubleshooting | Symptom | Likely cause | Fix | |---|---|---| | The expected Customer does not appear in the search results. | The active Company context may not be the appropriate business, or the search text may not identify the Customer sufficiently. | Check **Company**, select the appropriate company context if necessary, enter different identifying text in **Type to search..**, and select **search** again. | | Several possible Customers appear after searching. | The identifying text entered in **Type to search..** is too broad. | Enter more specific identifying Customer text and run **search** again. | | You are about to add a Customer but are unsure whether one already exists. | A search has not been completed in the current Company context. | Confirm **Company**, enter identifying text in **Type to search..**, select **search**, and use **add_circle_outline** only if no appropriate result is found. | | You cannot work with Customer records. | You may not have permission to work with customer records. | Confirm that you have the required permission before attempting to search for or add a Customer. | ## Related pages - [Sales — Overview](doc:sales-overview) - [Sales — Learning Path](doc:workflows-sales) # Edit Dashboard _Applications › Common › Edit_ ![Edit Dashboard](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/e5a88cbf564a72bf978a01d25018f8c5.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A26.45%2C%22y%22%3A25.96%2C%22w%22%3A1.63%2C%22h%22%3A2.88%2C%22label%22%3A%222%20%20N%2FA%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A61.83%2C%22y%22%3A32.82%2C%22w%22%3A5.17%2C%22h%22%3A4.73%2C%22label%22%3A%224%20%20Save%22%7D%5D%7D) *Edit* ![N/A](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/892cefeb3832c8375db389382eb85c55.png) ![Save](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/ce11cdaed9d5e86ff2c221cc53225118.png) ## Overview Use the Edit screen to maintain an existing dashboard record. Business owners, financial administrators, accountants, and bookkeepers can update the dashboard’s required details and decide whether it remains available for use. Before saving, ensure that both required fields contain values. ## Settings The dashboard’s availability is controlled by the **enabled** setting on the Edit screen. - Select **enabled** to keep the dashboard enabled. - Clear **enabled** when the dashboard should no longer remain enabled. > **Note:** The dashboard name and the required **N/A** value must both be completed before you can save the record. ## Workflow 1. **Locate the dashboard to maintain.** On the Manage Dashboards screen, enter identifying text in **Type to search..** to narrow the dashboard list. You can also use **Search or filter results..** to refine the displayed results. ![Manage Dashboards](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/c5f068dbd08ae61e4daa09c6f4a3abdc.png) *Manage Dashboards* Review the matching dashboard records and identify the record you need to change. > **Tip:** Use a specific dashboard name or other known text when searching to reduce the number of matching records. 2. **Revise the required dashboard details.** Continue to the Edit screen for the identified dashboard. Update **Name \*** with the required dashboard name. Review and complete **N/A**, which is also required. ![Edit](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/ef3b279c65a4d4ed13705568f4eec9ca.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A26.45%2C%22y%22%3A25.96%2C%22w%22%3A1.63%2C%22h%22%3A2.88%2C%22label%22%3A%222%20%20N%2FA%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A61.83%2C%22y%22%3A32.82%2C%22w%22%3A5.17%2C%22h%22%3A4.73%2C%22label%22%3A%224%20%20Save%22%7D%5D%7D) *Edit* ![N/A](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/892cefeb3832c8375db389382eb85c55.png) ![Save](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/ce11cdaed9d5e86ff2c221cc53225118.png) Decide whether the existing values remain correct: - If the dashboard details are correct, retain the current values. - If the dashboard details need revision, replace the relevant values before saving. 3. **Decide whether the dashboard remains enabled.** Review **enabled**: - Select **enabled** when the dashboard should remain enabled. - Clear **enabled** when the dashboard should not remain enabled. This decision determines whether the dashboard remains enabled after the changes are saved. 4. **Save the revised dashboard.** Confirm that **Name \*** and **N/A** both contain values, then select **Save**. The dashboard record is saved with its revised required details and the selected enabled status. > **Warning:** Do not select **Save** until both **Name \*** and **N/A** have values. These fields are required. ## Examples A financial administrator needs to update an existing dashboard used to monitor business activity. 1. On Manage Dashboards, the administrator enters `Operations` in **Type to search..** to narrow the dashboard list. 2. After identifying the required dashboard, the administrator continues to its Edit screen. 3. In **Name \***, the administrator enters `Operations Dashboard`. 4. In **N/A**, the administrator retains the existing required value, or enters `Operations` when a value is required. 5. The dashboard is intended to remain available, so the administrator selects **enabled**. 6. The administrator selects **Save**. The dashboard is now saved with the updated name, a completed required **N/A** value, and enabled status. ## Tips > **Tip:** Search for a dashboard before editing it so that you update the intended record. > **Note:** Retain an existing value in **N/A** when it is still correct; the field is required even though its on-screen label is **N/A**. > **Warning:** Clearing **enabled** means the dashboard does not remain enabled after you save the record. ## Troubleshooting | Symptom | Likely cause | Fix | |---|---|---| | The required dashboard cannot be found in the list. | The displayed list is too broad or the search text does not match the record. | Use **Type to search..** or **Search or filter results..** with more specific identifying text. | | The dashboard cannot be saved. | One or both required fields are empty. | Complete **Name \*** and **N/A**, then select **Save**. | | The dashboard no longer remains enabled after editing. | **enabled** was cleared before the record was saved. | Return to the Edit screen, select **enabled**, and select **Save**. | ## Related pages - [Common — Overview](doc:common-overview) - [Getting Started with Common](doc:common-getting-started) - [Common — Learning Path](doc:workflows-common) - [inventory_2 Items](doc:inventory_2-items) - [donut_small Reports](doc:donut_small-reports) # Finding Your Way Around _Getting Started_ ![Finding Your Way Around](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/905e774ce3f261a590db1b42760a2372.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A73.69%2C%22y%22%3A4.52%2C%22w%22%3A6.05%2C%22h%22%3A3.14%2C%22label%22%3A%222%20%20Add%20Widget%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A5.93%2C%22w%22%3A2.47%2C%22h%22%3A3.14%2C%22label%22%3A%221%20%20search%22%7D%5D%7D) *speed Dashboard* ![Add Widget](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/7d8cc08e0f18ddfe1d65a7bb036c9c5b.png) ![search](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/60e893746cf394df32a80f0bb88b8729.png) Use the Dashboard as your starting point for reviewing business activity and moving to other areas of the application. The page layout remains consistent as you work with invoices, bills, customers, vendors, accounts, transactions, transfers, reconciliation, inventory, and reports. ## What You Can Do Here - Open the search interface with **search** to locate available records or pages. - View notifications with **notifications 1** and use **done_all** to mark the available notifications as completed or read. - Open dashboard options with **more_horiz** or **more_vert**. - Open dashboard settings with **settings**. - Add a dashboard component with **Add Widget**. - Modify a dashboard with **Edit**. - Remove a dashboard with **Delete**. - Open the menu associated with the displayed amount using **$0.00 arrow_drop_down**. ## Understand the Screen Layout The application uses several persistent regions to help you move between areas without losing context: | Region | Purpose | |---|---| | Main navigation | Located on the left side of the screen. Use it to open the Common, Banking, Purchases, Sales, Apps, or Other area. | | Top bar | Contains global controls, including notifications, search, dashboard options, and the displayed amount menu. | | Workspace | The central area where dashboards, lists, and individual records are displayed. | | Dashboard widgets | Summary panels in the workspace that provide a quick view of selected business information. | Open the Common area from the main navigation, then select Dashboard to return to your dashboard. ![speed Dashboard](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/f552ba87a55c6f32b0ae0aa8d2f787c2.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A73.69%2C%22y%22%3A4.52%2C%22w%22%3A6.05%2C%22h%22%3A3.14%2C%22label%22%3A%222%20%20Add%20Widget%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A5.93%2C%22w%22%3A2.47%2C%22h%22%3A3.14%2C%22label%22%3A%221%20%20search%22%7D%5D%7D) *speed Dashboard* ![Add Widget](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/7d8cc08e0f18ddfe1d65a7bb036c9c5b.png) ![search](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/328a933d0364af1df6c75c983770ee9e.png) ## Move from a Dashboard to Dashboard Management Use the Dashboard to review available widgets and access dashboard-level controls. Select Dashboard settings (**settings**) when you need to manage dashboard configurations. The Manage Dashboards page displays the available dashboard records. From this list, use the action menu for the relevant dashboard and select Edit (**Edit**) to open its configuration. ![Manage Dashboards](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/c5f068dbd08ae61e4daa09c6f4a3abdc.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A10.6%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%221%20%20search%22%7D%5D%7D) *Manage Dashboards* ![search](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/78fb1aa7a40793e212dfc829d6b7c681.png) After opening a dashboard record: 1. Review or change the dashboard configuration as needed. 2. Select Add Widget (**Add Widget**) to add an available widget to the dashboard. 3. Use More options (**more_vert**) when additional actions are available for a dashboard. 4. Select Delete (**Delete**) only when you no longer need the dashboard. 5. Return to the Manage Dashboards list by using the browser Back control or the page navigation provided by the application. ## Search for a Record or Page Use Search (**search**) from the top bar to find available records or pages. 1. Select Search (**search**). 2. Enter a relevant name, reference, or other available search term. 3. Select a matching result to open it. 4. Use the main navigation to move to another area, or use the browser Back control to return to the previous list or dashboard. ## Use Top-Bar Controls The top bar provides quick access to common navigation and status controls: - Select Notifications (**notifications 1**) to review available notifications. - Select Mark all complete or read (**done_all**) when you want to clear the available notification status. - Select More options (**more_horiz**) to open additional dashboard-level actions. - Select Amount menu (**$0.00 arrow_drop_down**) to open the menu associated with the displayed amount. ## Related pages - [Your First Day with Akaunting (Laravel fixture)](doc:getting-started-first-day) - [Getting Started — Learning Path](doc:workflows-getting-started) # First Time Login _Getting Started_ # First-Time Sign-In Use the sign-in page to access the application for the first time. Your administrator must provide your sign-in credentials and any required company access. ## Before You Begin Ensure that you have: - The email address or user name issued by your administrator. - Your password or temporary password. - Access to the email account, authentication application, or device used for any additional verification required by your organization. If you have not received credentials, or your credentials do not work, contact your administrator. Do not create a new account unless your administrator instructs you to do so. ## Sign In 1. Open a supported web browser. 2. Go to the following address: `http://akaunting.atlorix-fixtures.svc.cluster.local` 3. On the sign-in page, enter the email address or user name issued by your administrator. 4. Enter your password. 5. Select **Login**. If the application requests additional verification, follow the instructions displayed on screen. For example, you may need to enter a code sent to your email address or generated by an authentication application. ## After You Sign In After successful sign-in, the page and available options depend on your assigned permissions. Depending on your role, you may be able to work with: - **Sales** records, including customers and invoices. - **Purchases** records, including vendors and bills. - **Banking** records, including accounts, transactions, transfers, and reconciliation. - **Common** records, such as items and inventory. - **Apps** and **Other** options available to your company. For example, an Accounts receivable clerk may have access to customers and invoices, while an Accounts payable clerk may have access to vendors and bills. An Accountant or bookkeeper, Financial administrator, or Business owner may have access to a broader set of financial records and reports. If an option you need is not visible after sign-in, contact your administrator to confirm that you have the required permission. # Getting Help _Welcome_ # Welcome to Getting Help Use the help resources to find guidance for working with invoices, bills, customers, vendors, accounts, transactions, transfers, reconciliations, items, inventory, and reports. ## Find an Answer Use the following options in order: 1. **Search this manual** to find instructions for the task or record you are working with. 2. Review the **Help & Troubleshooting** pages for common questions, known issues, and problem-resolution guidance. 3. Consult the guide for the relevant work area: - **Common** for company-wide settings and shared records. - **Banking** for accounts, transactions, transfers, and reconciliations. - **Purchases** for vendors and bills. - **Sales** for customers and invoices. - **Apps** for installed application features. - **Other** for features that do not belong to another work area. 4. If you still need assistance, contact your administrator or support contact. ## Before Reporting a Problem Gather the following information before reporting an issue: - The page where the problem occurred. - The affected record, such as the invoice, bill, customer, vendor, account, transaction, transfer, item, or report. - What you expected to happen. - What actually happened. - The complete text of any error message. - Any relevant amounts, dates, or record numbers. Providing these details helps your administrator or support contact investigate the issue efficiently. # Getting Started with Common _Applications › Common_ ![Getting Started with Common](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/bf573a6f562277db38bfe04504c90ae9.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A18.37%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%221%20%20settings%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A3.56%2C%22y%22%3A1.89%2C%22w%22%3A8.72%2C%22h%22%3A4.36%2C%22label%22%3A%222%20%20Atlorix%20Fixture%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A2%2C%22x%22%3A7.92%2C%22y%22%3A4.07%7D%5D%7D) *Manage Dashboards* ![settings](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/973d8fbacec9f57ad023edeeb6bfb7b5.png) ![Atlorix Fixture](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/8d8f195deecbd419f2f9ca1f769331be.png) Use the Common area to access shared business settings and open the company currently available to you. ## What You Can Do - Use **Settings (settings)** to open shared application settings. - Use **search** to locate available records or entries. - Use **add_circle_outline** to start adding a new record where this action is available. - Use **support** to access support resources. ## First Session: Open Your Company In this first session, open the company record that is available in Common. 1. Open **Settings (settings)**, then select **Manage Companies**. 2. In the company list, select **Atlorix Fixture**. 3. Review the company record that opens. The available screens do not identify editable fields or a Save control. Therefore, this walkthrough stops after opening the company record. ## Confirm the Result You should see the record for **Atlorix Fixture** open from **Manage Companies**. ## Next Steps Continue to **Items (inventory_2)** to work with products or services tracked for invoicing or inventory purposes. ## Related pages - [Common — Overview](doc:common-overview) - [inventory_2 Items](doc:inventory_2-items) - [Common — Learning Path](doc:workflows-common) - [Edit](doc:manage-dashboards) - [donut_small Reports](doc:donut_small-reports) # Help & Troubleshooting — Apps _Help and Troubleshooting › Apps_ ## Apps | Symptom | Likely cause | Fix | |---|---|---| | You cannot complete the required information. | **Enter API Key** is blank. | Enter the API key in **Enter API Key**, then select **Save**. | | You cannot find the application entry you need. | The displayed entries have not been narrowed. | Enter a relevant term in **Type to search..**, such as Company, Localisation, or Invoice. | | Your changes are not retained. | The updated value was not saved. | Review **Enter API Key** and select **Save** before leaving the screen. | [Open the full page](doc:rocket_launch-apps) # Help & Troubleshooting — Banking _Help and Troubleshooting › Banking_ ## Reconciliations | Symptom | Likely cause | Fix | |---|---|---| | The required reconciliation record does not appear after searching. | The search text may not identify the record, or no matching record is available. | Enter different identifying text in **Type to search..**, then select **search** again. If no suitable record exists, select **Add reconciliation (add_circle_outline)** to begin a new record. | | You cannot begin a new reconciliation. | You may not have permission to work with Reconciliations. | Confirm that your user access includes Reconciliations before attempting to create a record. | | You do not have enough information to review the record. | Recorded account activity or external account information is unavailable. | Obtain the required external account information and confirm that the related account activity has been recorded before continuing. | | The record-actions menu does not provide the action you expected. | Only actions available for the selected record are displayed. | Select the appropriate reconciliation record, open **Open record actions (more_horiz)**, and use only the actions shown in the menu. | [Open the full page](doc:reconciliations) ## Accounts | Symptom | Likely cause | Fix | |---|---|---| | The account you need is not displayed. | The text search does not match available account text, or a filter excludes the account. | Review the entry in **Type to search..** and the conditions selected through **Search or filter results..**. In particular, check whether **is not** is excluding the required records. | | No matching data is displayed. | The current search or filter criteria are too restrictive, or no accounts meet all selected conditions. | Review the Currency and Enabled criteria. Adjust the selected condition or remove restrictive criteria until relevant records are displayed. | | The results contain accounts that are not relevant. | The search is too broad or does not include the appropriate account attribute. | Use **Search or filter results..**, then select **Currency** or **Enabled** and apply **is** to require the needed condition. | | You cannot work with the Accounts page. | Your user may not have permission to work with Accounts. | Confirm that you have permission to work with Accounts before attempting the review workflow. | [Open the full page](doc:accounts) ## Transactions | Symptom | Likely cause | Fix | |---|---|---| | You cannot work with the Transactions workspace. | You may not have permission to work with Transactions. | Confirm that your user access includes permission to work with Transactions. | | A search does not return the activity you expected. | The search criteria may be too broad, too limited, or entered in a different displayed search field. | Enter more relevant or more specific criteria in the appropriate **Type to search..** field, then select **Search (search)** again. | | You do not see an expected action in **More options (more_horiz)**. | Additional actions are displayed according to your current access and page content. | Review the current page content and confirm that you have the required access for the action. | | You need to create a transaction but cannot see entry fields. | The **Add (add_circle_outline)** action first opens available transaction-entry options. | Select **Add (add_circle_outline)** and choose the appropriate available option to begin the entry process. | [Open the full page](doc:transactions) # Help & Troubleshooting — Common _Help and Troubleshooting › Common_ ## Edit Dashboard | Symptom | Likely cause | Fix | |---|---|---| | The required dashboard cannot be found in the list. | The displayed list is too broad or the search text does not match the record. | Use **Type to search..** or **Search or filter results..** with more specific identifying text. | | The dashboard cannot be saved. | One or both required fields are empty. | Complete **Name \*** and **N/A**, then select **Save**. | | The dashboard no longer remains enabled after editing. | **enabled** was cleared before the record was saved. | Return to the Edit screen, select **enabled**, and select **Save**. | [Open the full page](doc:manage-dashboards) # Help & Troubleshooting — Other _Help and Troubleshooting › Other_ ## speed Dashboard | Symptom | Likely cause | Fix | |---|---|---| | The required dashboard content is not visible. | A relevant widget may not have been added. | Select **Add Widget**, complete the available widget options, and verify that it appears on the dashboard. | | A widget shows information that is no longer useful. | The widget may require revision or removal. | Select **Edit** to revise the widget, or select **Delete** to remove it from the dashboard. | | A search does not show the expected information. | Text may have been entered in a search field that does not apply to the required dashboard area. | Try another **Type to search..** field and review the results after each search. | | The displayed dashboard information does not match the period being reviewed. | The shown date values may not match the intended review period. | Review **2026-01-01** and **2026-12-31** on the dashboard and confirm the period before using the information for business decisions. | [Open the full page](doc:speed-dashboard) # Help & Troubleshooting — Purchases _Help and Troubleshooting › Purchases_ ## Bills | Symptom | Likely cause | Fix | |---|---|---| | You cannot find the Bill you need. | The search term is not sufficiently relevant to the Bill. | Replace the value in **Type to search..** with another relevant term and select **Search (search)** again. | | You need to record a supplier obligation but cannot begin a Bill. | You may not have permission to work with Bills or Vendors. | Confirm that you have the required permission to work with Bills and Vendors. | | You are unsure whether to create a new Bill. | An existing Bill may already have been recorded. | Search for the Bill first. Select **Add (add_circle_outline)** only when no existing Bill applies. | [Open the full page](doc:bills) ## Vendors | Symptom | Likely cause | Fix | |---|---|---| | The required Vendor does not appear after searching. | The search text may not identify the Vendor clearly, or the Vendor may not yet be available. | Enter a different supplier-identifying term in the relevant **Type to search..** field and select **Search** again. If the Vendor is still not found, select **Add (add_circle_outline)**. | | You cannot begin adding a Vendor. | You may not have permission to work with vendor records. | Request permission to work with vendor records, then return to **Vendors**. | | You need to record a supplier obligation rather than search for a supplier. | The current task is Bill processing, not Vendor search. | Select **Bills** to navigate to supplier payment obligations. | | A Vendor appears in search results, but you were preparing to add the same supplier. | An existing supplier record may already be available. | Use the existing Vendor record rather than starting another **Add (add_circle_outline)** action. | [Open the full page](doc:vendors) # Help & Troubleshooting — Sales _Help and Troubleshooting › Sales_ ## Customers | Symptom | Likely cause | Fix | |---|---|---| | The expected Customer does not appear in the search results. | The active Company context may not be the appropriate business, or the search text may not identify the Customer sufficiently. | Check **Company**, select the appropriate company context if necessary, enter different identifying text in **Type to search..**, and select **search** again. | | Several possible Customers appear after searching. | The identifying text entered in **Type to search..** is too broad. | Enter more specific identifying Customer text and run **search** again. | | You are about to add a Customer but are unsure whether one already exists. | A search has not been completed in the current Company context. | Confirm **Company**, enter identifying text in **Type to search..**, select **search**, and use **add_circle_outline** only if no appropriate result is found. | | You cannot work with Customer records. | You may not have permission to work with customer records. | Confirm that you have the required permission before attempting to search for or add a Customer. | [Open the full page](doc:customers) # Other — Overview _Applications › Other_ ## Overview The Other dashboard provides a central view of application information through configurable widgets. It is intended for business owners, accountants, bookkeepers, and financial administrators who need to review available dashboard content and manage its layout. This area includes dashboard widgets and general application controls, such as notifications, search, settings, and additional options. Dashboard content may be adjusted to suit the information each user needs to monitor. ## What you can do here - Use **Add Widget** to add a dashboard widget. - Use **Edit** to modify an available dashboard item. - Use **Delete** to remove an available dashboard item. - Use **search** to find information in the application. - Use **notifications 1** to view notifications. - Use **done_all** to mark all notifications as complete. - Use **settings** to open application settings. ## Related pages - [speed Dashboard](doc:speed-dashboard) - [Other — Learning Path](doc:workflows-other) # Purchases — Learning Path _Learning Paths › Purchases_ This learning path is for purchasing team members who need to locate existing vendor and supplier bill records or begin new ones in the Purchases app. After completing it, learners can choose the correct workspace for a task, search for vendors and bills efficiently, and use the available Add actions to begin the appropriate record. ## Learning objectives - By the end of this path you can choose whether a purchasing task starts in Vendors or Bills. - By the end of this path you can search for an existing vendor record using the available search controls. - By the end of this path you can begin a new vendor record when no matching vendor is found. - By the end of this path you can search for an existing supplier bill record. - By the end of this path you can begin a new supplier bill when a bill needs to be recorded. ## Prerequisites - Access to the Purchases app. - Access to the [Vendors](doc:vendors) and [Bills](doc:bills) screens. - No prior product knowledge is required. ## Module 1: Choose the right starting point Goal: Identify whether the task concerns a supplier organization or a supplier bill before opening a workspace. ### Lesson 1.1: Route a vendor request to Vendors When someone asks you to find or start a supplier record, begin in [Vendors](doc:vendors). Select **Vendors** to work with vendor records. Use this workspace when the goal is to locate an existing vendor or begin a new vendor record—not when the request is to locate a bill. **Practice task:** Open [Vendors](doc:vendors) and identify **Type to search..**, **Search**, and **Add (add_circle_outline)**. ### Lesson 1.2: Route a bill request to Bills When someone asks you to find or begin a supplier bill, start in [Bills](doc:bills). Select **Bills** to work with bill records. This keeps bill work separate from vendor-record work and ensures you begin in the workspace that matches the request. **Practice task:** Open [Bills](doc:bills) and identify **Type to search..**, **Search**, and **Add (add_circle_outline)**. ## Module 2: Find existing purchasing records Goal: Use search before beginning a new record so you can first check whether the needed record already exists. ### Lesson 2.1: Find a vendor before creating one When you need to work with a supplier, first check whether the vendor is already recorded. In [Vendors](doc:vendors), enter identifying text in **Type to search..** and select **Search**. Review the resulting vendor record matches and use the existing record when you find the supplier you need. **Practice task:** In [Vendors](doc:vendors), enter a vendor search term in **Type to search..** and select **Search**. ### Lesson 2.2: Find a supplier bill before beginning one When you receive a request about a supplier bill, check for an existing bill before starting another. In [Bills](doc:bills), enter relevant text in **Type to search..** and select **Search**. Use the search results to determine whether the bill is already available. **Practice task:** In [Bills](doc:bills), perform a search using **Type to search..** and **Search**. ## Module 3: Begin new records when search does not find one Goal: Start the appropriate new record only after selecting the correct workspace and checking for an existing match. ### Lesson 3.1: Begin a new vendor record When a supplier needs to be recorded and your search does not find the vendor, remain in [Vendors](doc:vendors). Select **Add (add_circle_outline)** to begin a vendor record. Starting from Vendors ensures you are creating the correct type of purchasing record. **Practice task:** From [Vendors](doc:vendors), select **Add (add_circle_outline)** to begin a vendor record. ### Lesson 3.2: Begin a new supplier bill When a supplier bill needs to be recorded and no existing bill is found, work in [Bills](doc:bills). Select **Add (add_circle_outline)** to begin a supplier bill. Use this action for bill work rather than using the vendor workspace. **Practice task:** From [Bills](doc:bills), select **Add (add_circle_outline)** to begin a supplier bill. ## Final assessment 1. A colleague asks you to check whether a supplier organization is already recorded. Which screen do you open, and what actions do you take? 2. You need to determine whether a supplier bill already exists before beginning another one. Which screen and controls should you use? 3. You searched for a supplier in the Vendors workspace and found no matching record. What should you do next? 4. You are in the Vendors workspace but realize the request is specifically to begin a supplier bill. What is the appropriate next step? 5. A teammate has opened the Bills workspace and wants to create a new bill immediately. What should they do first, and which control should they use only if needed? ### Answers 1. Open [Vendors](doc:vendors), enter text in **Type to search..**, and select **Search**. Why: vendor records are handled in the Vendors workspace. 2. Open [Bills](doc:bills), use **Type to search..**, then select **Search**. Why: supplier bill searches belong in Bills. 3. Select **Add (add_circle_outline)** in [Vendors](doc:vendors). Why: no matching vendor was found, so you can begin a vendor record. 4. Go to [Bills](doc:bills) and select **Add (add_circle_outline)**. Why: a supplier bill must be started from the Bills workspace. 5. First search with **Type to search..** and **Search**; use **Add (add_circle_outline)** only if a new bill is needed. Why: searching first checks for an existing bill. # Purchases — Overview _Applications › Purchases_ ## Overview Purchases provides access to the business’s supplier-related records. It includes the Bills screen for reviewing recorded supplier payment obligations and the Vendors screen for working with supplier and service provider records. Accounts payable clerks, bookkeepers, accountants, and financial administrators use this area to monitor Bills and maintain the Vendor information used in purchasing activity. Business owners can use it to review purchase obligations alongside other business records. This area connects purchasing records with related application areas, including Items and the Dashboard. ## What you can do here - Use Search (**search**) to find records in the current purchases screen. - Select Add (**add_circle_outline**) to add a record from the current screen. - Open More options (**more_horiz**) to access additional available actions. - Select **Bills** to open the Bills screen and work with supplier payment obligations. - Open Items (**inventory_2 Items**) to access tracked product and service records. - Open Dashboard (**speed Dashboard**) to return to the business dashboard. - Open Settings (**settings**) to access application settings. ## Related pages - [bills](doc:bills) - [vendors](doc:vendors) - [Purchases — Learning Path](doc:workflows-purchases) # Reconciliations _Applications › Banking_ ![Reconciliations](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/34069a97bf99951480b1f6cf2def110f.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A10.6%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%223%20%20search%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A14.49%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%225%20%20add_circle_outline%22%7D%5D%7D) *reconciliations* ![search](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/c682bdd01275351eba5fd2a3a10f34c1.png) ![add_circle_outline](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/1ecc066aa4a7c1cdca64399850301f7c.png) ## Overview Reconciliations help you review recorded account activity against external account information. Use this feature when you need to locate an existing reconciliation record or begin a new reconciliation review for an Account. Business owners, accountants, bookkeepers, and financial administrators typically use Reconciliations after account activity has been recorded and external account information is available for comparison. > **Note:** You need permission to work with Reconciliations, recorded account activity, and external account information before you can begin a review. ## Settings The Reconciliations screen provides a **Settings (settings)** action. The available screen information does not identify any reconciliation-specific settings or configurable values. Before using Reconciliations, confirm that the required account activity has been recorded and that you have the external account information needed for comparison. If you cannot access reconciliation records or begin a new record, confirm that your user permissions include Reconciliations. > **Tip:** Prepare the external account information before starting. This makes it easier to identify the correct reconciliation record and review the appropriate activity. ## Workflow ### Decide whether to find an existing record or begin a new one 1. Open **Reconciliations** from the Banking application. ![reconciliations](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/d7da7e752365b4a13ac9cce1889cc8d5.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A10.6%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%223%20%20search%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A14.49%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%225%20%20add_circle_outline%22%7D%5D%7D) *reconciliations* ![search](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/78fb1aa7a40793e212dfc829d6b7c681.png) ![add_circle_outline](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/4d8116c3748349b909fe1db14e6e9fda.png) 2. If a reconciliation record may already exist, enter identifying text in **Type to search..**. Use information that helps distinguish the record you need, such as relevant account or reconciliation text. 3. Select **search** to run the reconciliation search. ![reconciliations](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/447756d2e9a79d433ae7f9cbd841d0a8.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A10.6%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%223%20%20search%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A14.49%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%225%20%20add_circle_outline%22%7D%5D%7D) *reconciliations* ![search](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/fb756d0b92a613ed0fdfae6e68d36525.png) ![add_circle_outline](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/089281f0d1ddc7dc8a547f7f61298b61.png) 4. Review the search results and determine whether the required reconciliation record is available: - If the record is available, use it for your review against the external account information. - If no suitable record is available, begin a new reconciliation record. > **Note:** Search first when you are continuing or reviewing existing work. This helps avoid creating an additional record when the required reconciliation is already available. ### Begin a reconciliation record 5. When you need to create a record for review, select **Add reconciliation (add_circle_outline)**. ![reconciliations](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/433ebfd195834b40238c735722f3e63f.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A10.6%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%223%20%20search%22%7D%5D%7D) *reconciliations* ![search](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/ec4b8c7766ccfcae45cecb87a1b4409f.png) 6. Complete the available reconciliation-entry form using the account activity and external account information you are comparing. The captured screen information does not identify the fields available in the entry form; use only the fields displayed when the form opens. 7. Review the entered information before proceeding with any available action on the reconciliation-entry form. ### Decide whether further record actions are needed 8. To check actions available for a reconciliation record, select **Open record actions (more_horiz)**. 9. Choose only an action displayed in the opened menu. The available screen information does not identify the record actions in this menu, so use the action labels shown for the selected record. 10. Return to **Reconciliations** and use **Type to search..** and **search** again when you need to confirm that the record can be found. > **Warning:** Do not assume that an action is available for every reconciliation record. Available actions may depend on the selected record and your permissions. ## Examples A bookkeeper is reviewing activity for the business operating account after receiving external account information for July. 1. The bookkeeper opens **Reconciliations** from Banking. 2. Because another user may already have started the review, the bookkeeper enters `July operating account` in **Type to search..**. 3. The bookkeeper selects **search** to locate records that contain the identifying text. 4. If an appropriate reconciliation record is found, the bookkeeper opens that record and uses the external account information to review the recorded account activity. 5. If no appropriate record is found, the bookkeeper selects **Add reconciliation (add_circle_outline)**. 6. In the reconciliation-entry form, the bookkeeper enters the information requested on screen using the July external account information and the recorded activity for the operating account. 7. Before taking any further action, the bookkeeper verifies that the reconciliation record relates to the intended account and review period. 8. If additional options are required for the record, the bookkeeper selects **Open record actions (more_horiz)** and chooses from the actions displayed in the menu. This process results in either locating the existing reconciliation record for the July review or starting a new record for that review. ## Tips > **Tip:** Use specific identifying text in **Type to search..** to narrow results, especially when several accounts or review periods are being reconciled. > **Tip:** Keep the external account information available while working. Reconciliation is based on comparing that information with recorded account activity. > **Note:** Use **Open record actions (more_horiz)** only after selecting the relevant record. The actions shown are the available actions for that record. ## Troubleshooting | Symptom | Likely cause | Fix | |---|---|---| | The required reconciliation record does not appear after searching. | The search text may not identify the record, or no matching record is available. | Enter different identifying text in **Type to search..**, then select **search** again. If no suitable record exists, select **Add reconciliation (add_circle_outline)** to begin a new record. | | You cannot begin a new reconciliation. | You may not have permission to work with Reconciliations. | Confirm that your user access includes Reconciliations before attempting to create a record. | | You do not have enough information to review the record. | Recorded account activity or external account information is unavailable. | Obtain the required external account information and confirm that the related account activity has been recorded before continuing. | | The record-actions menu does not provide the action you expected. | Only actions available for the selected record are displayed. | Select the appropriate reconciliation record, open **Open record actions (more_horiz)**, and use only the actions shown in the menu. | ## Related pages - [accounts](doc:accounts) - [transactions](doc:transactions) - [Banking — Learning Path](doc:workflows-banking) - [Banking — Overview](doc:banking-overview) - **transfers** # Sales — Learning Path _Learning Paths › Sales_ This learning path is for Sales users who need to locate existing customers, start new customer records when needed, and understand where customer work fits alongside invoice work. After completing the path, learners will be able to use the available Sales screens and documented controls to follow a consistent customer-first workflow. ## Learning objectives - By the end of this path you can find an existing customer using the customer search controls. - By the end of this path you can decide when to search for a customer before starting a new record. - By the end of this path you can start a customer record using the available customer creation control. - By the end of this path you can enter a company name when beginning a customer record. - By the end of this path you can identify the correct Sales workspace for customer and invoice-related work. ## Prerequisites - Access to the Sales app. - Access to the [Customers](doc:customers) screen. - Access to the **Invoices** screen. - No prior Sales app experience is required. ## Module 1: Establish a customer-first workflow **Goal:** Learn why checking for an existing customer is the first step before beginning new customer work. ### Lesson 1.1: Start every customer task with a search When you need to work with a customer, first determine whether that customer already has a record. Open [Customers](doc:customers), enter identifying text in **Type to search..**, and use **search** to look for the customer before attempting to start another record. **Practice task:** On [Customers](doc:customers), enter a customer name or identifying text in **Type to search..** and use **search**. ### Lesson 1.2: Choose between finding and starting a record When a customer needs attention, use a search-first decision process: use **Type to search..** and **search** to find an existing record; if you need to begin a new customer record instead, use **add_circle_outline**. This approach keeps customer work focused on the appropriate next action. **Practice task:** Describe which control you would use first for an existing customer: **search** or **add_circle_outline**. ## Module 2: Create customer records when a search is not enough **Goal:** Start a new customer record and capture the company name using the documented controls. ### Lesson 2.1: Begin a new customer record When you need to start a customer record rather than find one, open [Customers](doc:customers) and select **add_circle_outline**. This begins the new-customer workflow from the customer workspace. **Practice task:** On [Customers](doc:customers), select **add_circle_outline** to begin a customer record. ### Lesson 2.2: Enter the company for a new customer After starting a customer record, use **Company** to provide the organization’s name. Enter the company name carefully so the new customer begins with the key business identity needed for customer work. **Practice task:** Start a customer record from [Customers](doc:customers) and enter a company name in **Company**. ## Module 3: Move between customer and invoice workspaces **Goal:** Recognize the appropriate Sales screens for customer preparation and invoice-related work. ### Lesson 3.1: Use Customers as the customer-work workspace When your scenario is to find a customer or start a customer record, work from [Customers](doc:customers). This is the screen that provides **Type to search..**, **search**, **add_circle_outline**, and **Company** for the documented customer workflow. **Practice task:** Open [Customers](doc:customers) and identify the controls you would use to search first and then begin a new record if needed. ### Lesson 3.2: Identify the invoice workspace When your task is invoice-related, navigate to **Invoices**. Use [Customers](doc:customers) for the documented customer lookup and customer-starting workflow, and use **Invoices** as the Sales screen for invoice work. **Practice task:** Open **Invoices** after completing a customer search scenario on [Customers](doc:customers). ## Final assessment 1. A sales user needs to work with Acme Ltd. but does not know whether Acme already exists. What should the user do first, and where? 2. After searching for a customer, the user needs to begin a new customer record. Which control should they use? 3. A user has started a new customer record and needs to provide the organization’s name. Which field should they use? 4. A user is preparing to handle an invoice-related task after customer work is complete. Which Sales screen should they open? 5. A user wants to avoid unnecessarily starting another customer record. What search-first sequence should they follow? ### Answers 1. Open [Customers](doc:customers), enter text in **Type to search..**, and use **search**. Why: The documented workflow begins by finding an existing customer. 2. Use **add_circle_outline** on [Customers](doc:customers). Why: This control starts a customer record. 3. Use **Company**. Why: **Company** is the documented field for the customer’s organization name. 4. Open **Invoices**. Why: Invoice-related work belongs in the Invoices workspace. 5. On [Customers](doc:customers), enter identifying text in **Type to search..**, use **search**, and only use **add_circle_outline** when a new record needs to be started. Why: Searching first supports finding an existing customer before beginning a new record. # Sales — Overview _Applications › Sales_ ## Overview Sales Overview provides access to the business’s customer and Invoice records. It supports staff who manage customer activity, issue Invoices, and monitor sales-related information. Business owners, accounts receivable clerks, accountants, and bookkeepers can use this area to work with Customers and Invoices. The available screens focus on the people or organizations that buy from the business and the bills issued to them for goods or services owed. Use the navigation options to move between sales records, Items, and the Dashboard as needed. ## What you can do here - Use Search (**search**) to locate available records or information. - Select Add (**add_circle_outline**) to begin creating a new record. - Open More options (**more_horiz**) to access additional available actions. - View notifications through Notifications (**notifications 1**) and mark them complete with Mark all as read (**done_all**). - Open Settings (**settings**) to access application configuration options. - Open Support (**support**) to access available help resources. - Navigate to the Dashboard with Dashboard (**speed Dashboard**), Items with Items (**inventory_2 Items**), or the Invoice list with Invoices (**Invoices**). ## Related pages - [customers](doc:customers) - [Sales — Learning Path](doc:workflows-sales) # speed Dashboard _Applications › Other_ ![speed Dashboard](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/905e774ce3f261a590db1b42760a2372.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A10.5%2C%22w%22%3A2.47%2C%22h%22%3A3.14%2C%22label%22%3A%222%20%20settings%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A73.69%2C%22y%22%3A4.52%2C%22w%22%3A6.05%2C%22h%22%3A3.14%2C%22label%22%3A%222%20%20Add%20Widget%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A13.66%2C%22y%22%3A1.04%2C%22w%22%3A1.74%2C%22h%22%3A2.98%2C%22label%22%3A%228%20%20expand_circle_down%22%7D%5D%7D) *speed Dashboard* ![expand_circle_down](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/7ae892629b9e8da6f3135746dcf5c634.png) ## Overview The speed Dashboard is a central workspace for viewing and managing dashboard widgets. Business owners, accountants, bookkeepers, and financial administrators can use it to organize the information displayed on the dashboard for the current business context. Use this page when you need to add a dashboard widget, revise an existing widget, remove a widget that is no longer required, or locate displayed content by using the available search fields and date values. ## Settings Before relying on the dashboard, review its widget layout and ensure that it contains only the information needed for your daily work. The available dashboard configuration actions are **Add Widget**, **Edit**, and **Delete**. 1. Open **speed Dashboard** from the available application navigation. ![speed Dashboard](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/f552ba87a55c6f32b0ae0aa8d2f787c2.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A10.5%2C%22w%22%3A2.47%2C%22h%22%3A3.14%2C%22label%22%3A%222%20%20settings%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A73.69%2C%22y%22%3A4.52%2C%22w%22%3A6.05%2C%22h%22%3A3.14%2C%22label%22%3A%222%20%20Add%20Widget%22%7D%5D%7D) *speed Dashboard* ![settings](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/7d8cc08e0f18ddfe1d65a7bb036c9c5b.png) ![Add Widget](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/7d8cc08e0f18ddfe1d65a7bb036c9c5b.png) 2. To review dashboard-level options, select **settings**. The available screen information does not specify the settings available from this action. Use it only to review options presented in your installation. > **Note:** Dashboard configuration is limited to the controls available on the speed Dashboard. Do not assume that a setting changes accounting records, invoices, bills, inventory, or reports unless that effect is explicitly shown on screen. 3. To find displayed information, enter text in one of the **Type to search..** fields. 4. Review the displayed date values, **2026-01-01** and **2026-12-31**, before working with dashboard content. The screen does not provide field descriptions for these values; confirm the intended period in your installation before making decisions from the dashboard. > **Tip:** Keep the dashboard focused on the information you use regularly. Remove widgets that are no longer relevant rather than leaving outdated content on the dashboard. ## Workflow ### Decide whether to add, revise, or remove a widget 1. Open **speed Dashboard** and review the current dashboard content. ![speed Dashboard](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/b1b7781dc122efbe12c7137564700420.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A10.5%2C%22w%22%3A2.47%2C%22h%22%3A3.14%2C%22label%22%3A%222%20%20settings%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A73.69%2C%22y%22%3A4.52%2C%22w%22%3A6.05%2C%22h%22%3A3.14%2C%22label%22%3A%222%20%20Add%20Widget%22%7D%5D%7D) *speed Dashboard* ![Add Widget](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/7d8cc08e0f18ddfe1d65a7bb036c9c5b.png) 2. If the required information is not currently represented, select **Add Widget**. Use this action to begin adding a widget to the dashboard. Complete the options presented after selecting the action, then confirm that the new widget appears on the dashboard. 3. If an existing widget requires changes, select **Edit**. Review the options presented for the selected widget, make the required changes, and verify the updated widget on the dashboard. 4. If a widget is no longer needed, select **Delete**. Confirm the deletion if the system requests confirmation. After deletion, verify that the widget no longer appears on the dashboard. > **Warning:** Use **Delete** only when the widget should be removed from the dashboard. The provided screen does not indicate whether a deleted widget can be restored. ### Decide whether to search or review the current dashboard view 5. When you need to locate information shown on the dashboard, enter a relevant word or value in **Type to search..**. ![speed Dashboard](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/4cb769f8d8970e80627bc20871050199.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A10.5%2C%22w%22%3A2.47%2C%22h%22%3A3.14%2C%22label%22%3A%222%20%20settings%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A73.69%2C%22y%22%3A4.52%2C%22w%22%3A6.05%2C%22h%22%3A3.14%2C%22label%22%3A%222%20%20Add%20Widget%22%7D%5D%7D) *speed Dashboard* 6. If more than one **Type to search..** field is available, use the field associated with the area of the dashboard you need to review. The screen provides no help text describing the individual search fields, so verify the results displayed after entering your search. 7. To access additional available actions, use **more_horiz** or **more_vert** where shown. Review the options displayed before selecting an action. 8. Use **expand_circle_down** when you need to expand the area associated with that control. Confirm the additional content shown before continuing your review. ### Decide whether to use dashboard navigation 9. To move from the dashboard to related application areas, use the available navigation controls: - **Items** for item-related work. - **Reports** for financial summaries and analyses. - **Apps** for application access. - **Profile** for your user profile. - **Users** for user-related access. - **Company** for company context. - **Localisation** for localization-related options. - **Invoice** for invoice-related access. 10. When you have finished reviewing or maintaining the dashboard, leave the dashboard as needed using the available application navigation. Select **Logout** only when you intend to end your current session. ## Examples A financial administrator wants the speed Dashboard to show only useful dashboard content for the 2026 review period. 1. The administrator opens **speed Dashboard**. 2. The administrator reviews the displayed date values, **2026-01-01** and **2026-12-31**, to confirm that the dashboard is being reviewed in the intended period. 3. The administrator enters `Invoice` in **Type to search..** to locate dashboard content related to invoices. The administrator checks the displayed results to ensure the search has identified the expected information. 4. The administrator identifies a required dashboard widget that is not currently available and selects **Add Widget**. 5. The administrator completes the widget options presented by the application and returns to the dashboard to verify that the widget is displayed. 6. The administrator finds an existing widget that is no longer needed and selects **Delete**. After completing any confirmation requested by the application, the administrator confirms that the widget has been removed. 7. The administrator selects **Reports** to continue with financial analysis after the dashboard review is complete. ## Tips > **Tip:** Use **Edit** when the widget should remain on the dashboard but needs revision. Use **Delete** only when it should no longer be displayed. > **Note:** The screen includes multiple **Type to search..** fields. Check the resulting dashboard content after each search because the supplied screen information does not define the scope of each field. > **Warning:** Do not treat the displayed **$0.00 arrow_drop_down** value as a confirmed financial total without reviewing the related dashboard content. The supplied screen information does not identify what this value represents. ## Troubleshooting | Symptom | Likely cause | Fix | |---|---|---| | The required dashboard content is not visible. | A relevant widget may not have been added. | Select **Add Widget**, complete the available widget options, and verify that it appears on the dashboard. | | A widget shows information that is no longer useful. | The widget may require revision or removal. | Select **Edit** to revise the widget, or select **Delete** to remove it from the dashboard. | | A search does not show the expected information. | Text may have been entered in a search field that does not apply to the required dashboard area. | Try another **Type to search..** field and review the results after each search. | | The displayed dashboard information does not match the period being reviewed. | The shown date values may not match the intended review period. | Review **2026-01-01** and **2026-12-31** on the dashboard and confirm the period before using the information for business decisions. | ## Related pages - [Other — Overview](doc:other-overview) - [Other — Learning Path](doc:workflows-other) # Transactions _Applications › Banking_ ![Transactions](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/26ef690af4a37e3caa087a5544f54cd8.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A10.6%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%223%20%20search%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A14.49%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%224%20%20add_circle_outline%22%7D%5D%7D) *transactions* ![search](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/c682bdd01275351eba5fd2a3a10f34c1.png) ![add_circle_outline](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/1ecc066aa4a7c1cdca64399850301f7c.png) ## Overview Use Transactions to review recorded income or expense activity and to begin entering a new financial movement. Business owners, accountants, bookkeepers, and finance staff can use this workspace when they need to locate a transaction, check its recorded activity, or start a new transaction-entry process. A transaction represents recorded financial activity, such as income, an expense, or a payment. You must have permission to work with Transactions before using this workspace. ## Workflow ### Decide whether to review recorded activity or start a new transaction 1. Open **Transactions** from the available application navigation. ![transactions](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/27dd5cbfe7a6b35c68bde782f8cdca47.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A10.6%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%223%20%20search%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A14.49%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%224%20%20add_circle_outline%22%7D%5D%7D) *transactions* ![add_circle_outline](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/4d8116c3748349b909fe1db14e6e9fda.png) 2. To review recorded income or expense activity, enter relevant criteria in the appropriate **Type to search..** field. Use identifying information that helps distinguish the activity you need to review, such as a reference, customer, vendor, amount, or description available in your records. ![transactions](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/b6ce2070fccbd8955d95c44846d8ae26.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A10.6%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%223%20%20search%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A14.49%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%224%20%20add_circle_outline%22%7D%5D%7D) *transactions* ![search](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/fb756d0b92a613ed0fdfae6e68d36525.png) ![add_circle_outline](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/089281f0d1ddc7dc8a547f7f61298b61.png) 3. Select **Search (search)** to search using the entered criteria. Review the transaction activity returned by the workspace and refine the criteria if you need to narrow the result. ![transactions](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/0a2ce547c874f6259306fe62dac20f63.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A10.6%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%223%20%20search%22%7D%5D%7D) *transactions* ![search](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/ec4b8c7766ccfcae45cecb87a1b4409f.png) > **Tip:** Use specific search criteria when several transactions may have similar amounts or descriptions. This reduces the time needed to locate the intended recorded activity. 4. If no existing transaction needs review and you need to begin a new entry, select **Add (add_circle_outline)**. 5. Choose the appropriate transaction-entry option from the options that open. The available options determine the type of transaction-entry process you can begin from the current workspace. > **Note:** The Transactions workspace shown here provides the entry point through **Add (add_circle_outline)**. Transaction fields, validation requirements, and completion actions depend on the option you select and are not shown on this screen. ### Decide whether an additional page action is needed 6. Select **More options (more_horiz)** only when you need an additional action for the current page content. 7. Review the actions that are displayed and select only an action available for your current access and page content. The available actions may differ depending on your permissions and the transactions currently displayed. ## Examples ### Review income activity for an issued invoice An accounts receivable clerk wants to review recorded income activity associated with Invoice `INV-2048`, issued to a customer for consulting services with a total amount of `1,250.00`. 1. Open **Transactions**. 2. In an appropriate **Type to search..** field, enter `INV-2048` as the search criterion. 3. Select **Search (search)** to locate recorded activity that matches the invoice reference. 4. Review the resulting transaction activity to confirm that the recorded income relates to the invoice being reviewed. If the result set is broader than expected, return to **Type to search..**, use more specific identifying criteria, and search again. 5. If the review identifies that a separate financial movement must be entered, select **Add (add_circle_outline)** and choose the appropriate available transaction-entry option. This example ends when the clerk has reviewed the recorded activity or has opened the available options to begin a new transaction entry. ## Tips > **Tip:** Search before creating a new transaction when you believe the income or expense activity may already be recorded. This helps you review existing activity first. > **Warning:** Do not assume that all users see the same actions under **More options (more_horiz)**. The actions shown depend on current access and page content. > **Note:** Use the correct displayed **Type to search..** field for the criteria you are entering. The workspace provides multiple search fields. ## Troubleshooting | Symptom | Likely cause | Fix | |---|---|---| | You cannot work with the Transactions workspace. | You may not have permission to work with Transactions. | Confirm that your user access includes permission to work with Transactions. | | A search does not return the activity you expected. | The search criteria may be too broad, too limited, or entered in a different displayed search field. | Enter more relevant or more specific criteria in the appropriate **Type to search..** field, then select **Search (search)** again. | | You do not see an expected action in **More options (more_horiz)**. | Additional actions are displayed according to your current access and page content. | Review the current page content and confirm that you have the required access for the action. | | You need to create a transaction but cannot see entry fields. | The **Add (add_circle_outline)** action first opens available transaction-entry options. | Select **Add (add_circle_outline)** and choose the appropriate available option to begin the entry process. | ## Related pages - [reconciliations](doc:reconciliations) - **transfers** - [Banking — Learning Path](doc:workflows-banking) - [Banking — Overview](doc:banking-overview) - [accounts](doc:accounts) # Vendors _Applications › Purchases_ ![Vendors](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/eaa44722abed951cacce22a9c945d468.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A10.6%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%224%20%20search%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A14.49%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%226%20%20add_circle_outline%22%7D%5D%7D) *vendors* ![search](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/3125fa96fd759f27adcd3c4779d5bde6.png) ![add_circle_outline](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/d655826b0dac2267a8c56128ab409f39.png) ## Overview Use Vendors to locate supplier records before working with supplier payment obligations. This area is used by business owners, accountants, bookkeepers, and accounts payable staff when they need to identify a Vendor, begin adding a Vendor that is not yet available, or continue to **Bills** for supplier obligations. A Vendor is a supplier or service provider the business pays. Search for the Vendor first so that you do not begin an add action when an existing supplier record is already available. ## Workflow ### Open the vendor area 1. Select **Vendors** to open the vendor area. ![vendors](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/08648a7c04862ba8071408ef7058ed06.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A10.6%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%224%20%20search%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A14.49%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%226%20%20add_circle_outline%22%7D%5D%7D) *vendors* 2. Confirm that you have permission to work with vendor records before continuing. If you cannot access the vendor area or use the available add action, request the required permission from the person responsible for access in your company. > **Note:** The available screen provides search and an add action. It does not show the fields or confirmation action used to complete vendor details after the add action begins. ### Decision: Is the Vendor already available? 3. In the relevant displayed **Type to search..** field, enter text that identifies the supplier. Use a clear identifier, such as the Vendor's business name. 4. Select **Search** to run the vendor search. ![vendors](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/1d6c52fb3dcc133ba4a1c4ba60306470.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A10.6%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%224%20%20search%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A14.49%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%226%20%20add_circle_outline%22%7D%5D%7D) *vendors* ![search](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/9c609f2e04b6e6259a976e6b6e633246.png) ![add_circle_outline](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/a6e1192a779414950696961cd71ba4c7.png) 5. Review the search result: - If the required Vendor is found, use that result as the supplier record for your work. Do not start a new Vendor add action for the same supplier. - If the required Vendor is not found, proceed to the next decision and begin the available Vendor add action. > **Tip:** Search before adding a Vendor. This helps prevent duplicate supplier records and makes future Bill processing easier. ### Decision: Add a Vendor or continue to Bills 6. When the Vendor is not found, select **Add (add_circle_outline)** to begin the available action to add a Vendor. ![vendors](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/1a505f50e529b2c0c9c7da5379f2d9eb.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A0.23%2C%22y%22%3A10.6%2C%22w%22%3A2.47%2C%22h%22%3A4.36%2C%22label%22%3A%224%20%20search%22%7D%5D%7D) *vendors* 7. Complete the Vendor add process using the information required by the action that opens. The provided screen does not show the Vendor detail fields or a completion button, so enter and confirm only the details presented in that action. 8. When you are ready to work with supplier payment obligations, select **Bills**. This opens the area for Bills, which are supplier payment obligations recorded by the business. > **Warning:** Do not assume that selecting **Add (add_circle_outline)** has created a Vendor. It only begins the available add action. Complete any required information in the next screen before relying on the new Vendor for Bill-related work. ## Examples A bookkeeper receives a service statement from Northbridge Office Cleaning and needs to determine whether the supplier is already available before recording the related supplier obligation. 1. The bookkeeper selects **Vendors**. 2. In the relevant **Type to search..** field, the bookkeeper enters `Northbridge Office Cleaning`. 3. The bookkeeper selects **Search**. 4. No matching Vendor is found. The bookkeeper selects **Add (add_circle_outline)** to begin adding Northbridge Office Cleaning as a Vendor. 5. The bookkeeper completes the Vendor information requested by the add action that opens. 6. The bookkeeper then selects **Bills** to continue to supplier payment obligations for the Vendor. This sequence ensures that the business searches for an existing Vendor before initiating a new supplier record and then moves to Bills only when ready to manage the supplier obligation. ## Tips > **Tip:** Use a distinctive part of the supplier name in **Type to search..** when checking whether a Vendor already exists. > **Note:** The screen displays more than one **Type to search..** field. Enter the supplier-identifying text in the relevant displayed search field, then select **Search**. > **Warning:** Use **Bills** for supplier payment obligations. An Invoice is issued to a Customer, whereas a Bill records an obligation the business owes to a Vendor. ## Troubleshooting | Symptom | Likely cause | Fix | |---|---|---| | The required Vendor does not appear after searching. | The search text may not identify the Vendor clearly, or the Vendor may not yet be available. | Enter a different supplier-identifying term in the relevant **Type to search..** field and select **Search** again. If the Vendor is still not found, select **Add (add_circle_outline)**. | | You cannot begin adding a Vendor. | You may not have permission to work with vendor records. | Request permission to work with vendor records, then return to **Vendors**. | | You need to record a supplier obligation rather than search for a supplier. | The current task is Bill processing, not Vendor search. | Select **Bills** to navigate to supplier payment obligations. | | A Vendor appears in search results, but you were preparing to add the same supplier. | An existing supplier record may already be available. | Use the existing Vendor record rather than starting another **Add (add_circle_outline)** action. | ## Related pages - [bills](doc:bills) - [Purchases — Overview](doc:purchases-overview) - [Purchases — Learning Path](doc:workflows-purchases) # Your First Day with Akaunting (Laravel fixture) _Getting Started_ ![Your First Day with Akaunting (Laravel fixture)](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/905e774ce3f261a590db1b42760a2372.png) *speed Dashboard* # Your First Day with Akaunting Use this guide to sign in, confirm the active company, review the Dashboard, and open an Item record. This is a short first-session walkthrough for a Business owner, Accountant or bookkeeper, Accounts receivable clerk, Accounts payable clerk, or Financial administrator. ## Before You Begin Open the application at: `http://akaunting.atlorix-fixtures.svc.cluster.local` Sign in with the credentials provided by your administrator. The company shown in this environment is **Atlorix Fixture**. ## What You Can Do on These Screens - Use **Add Widget** to add a widget to the Dashboard. - Use **Edit** to edit the selected record. - Use **Delete** to remove the selected record. - Use **Add (add_circle_outline)** to start adding a new record. - Use **Search (search)** to locate available records or information. - Use **More options (more_horiz)** or **Record options (more_vert)** to access additional actions where they are available. ## First-Session Walkthrough 1. **Sign in to Akaunting.** Open the application URL and sign in. Confirm that the company name **Atlorix Fixture** is displayed. 2. **Open the Dashboard.** The Dashboard is the central work area for reviewing the current business view. Review the displayed balance and available widgets. If you need to adjust the dashboard layout, select **Add Widget**. ![speed Dashboard](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/f552ba87a55c6f32b0ae0aa8d2f787c2.png) *speed Dashboard* 3. **Review notifications and available tools.** In the application header, use Notifications (**notifications 1**) to review the displayed notification count. Use Search (**Search (search)**) when you need to find available information quickly. 4. **Open Items.** Go to the **Items** screen to review products or services used for invoicing or Inventory tracking. An Item is a product or service tracked for invoicing or inventory purposes. ![inventory_2 Items](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/5e79f6a06d4caef9b356c0dee2a32904.png) *inventory_2 Items* 5. **Open an Item record.** On the Items screen, use Record options (**Record options (more_vert)**) for an available Item, then select **Edit** to review or update the record. Use **Delete** only when the Item should be removed. 6. **Know where to continue.** To review the company setup, open Settings (**settings**) and go to **Manage Companies**. Return to the Dashboard when you need an overview of the company’s current activity. ## Screen Controls Reference | English control name | On-screen label | Use | |---|---:|---| | More options | **More options (more_horiz)** | Opens additional available actions. | | Notifications | **notifications 1** | Shows the notification indicator and available notifications. | | Search | **Search (search)** | Searches available information or records. | | Add | **Add (add_circle_outline)** | Starts creation of a new record. | | Settings | **settings** | Opens available settings options. | | Mark all as done | **done_all** | Marks available notification items as done. | | Expand options | **expand_circle_down** | Expands available options or content. | | Record options | **Record options (more_vert)** | Opens actions for an available record. | | Delete | **Delete** | Removes the selected record. | | Add Widget | **Add Widget** | Adds a widget to the Dashboard. | | Edit | **Edit** | Opens the selected record for editing. | | Account balance | **$0.00 arrow_drop_down** | Displays the current amount and provides a drop-down control. | ## Next Steps After becoming familiar with the Dashboard and Items, continue with the company configuration in **Manage Companies**. From there, the appropriate business process can be continued for customers, vendors, Invoices, Bills, Accounts, Transactions, Transfers, Reconciliation, Inventory, and Reports. ## Related pages - [Finding Your Way Around](doc:getting-started-find-your-way) - [Getting Started — Learning Path](doc:workflows-getting-started)