Documentation/ Getting started/ How the interface is laid out
How the interface is laid out
The application has three areas: the menu down the left, the bar across the top, and the content in the middle. The menu is grouped into seven blocks, and what it holds changes with how the account is set up and what the user is allowed to see.
On this page
The blocks of the menu
| Block | What is in it |
|---|---|
| Home | The dashboard: how much has been processed, summaries of purchases, expenses and sales, your main suppliers, and how much of the plan you have used. |
| Documents | Three folders that stay open: Purchases (goods received notes, purchase invoices, DUA and transport), Expenses (expense invoices and payroll) and Sales (delivery notes and sales invoices). Inside each, only the lists switched on for the account. |
| Management | Received products, purchase orders, recipe costings and projects. |
| Database | Client master, supplier master, product master, product categories and the external product catalogue. |
| Accounting | Chart of accounts. |
| Account | Your profile, changing your password, email connections, the Dropbox connection, clients and companies, users, your plan and your subscription invoices. |
| Help | The Dijit IA (Beta), the Help Center with news and guides, and the Ágora POS guide on accounts with that integration. |
Hover over any entry and a short description of it appears.
Documents: one list per type
The Documents block holds separate lists. Each has its own address and its own set of columns and actions:
| Menu entry | Address |
|---|---|
| Delivery Notes | /documents/albaranesnext |
| Sales Delivery Notes | /documents/albaranesVenta |
| DUA (Customs) | /documents/albaranesnext, with the DUA type |
| Purchase Invoices | /documents/facturas |
| Expense Invoices | /documents/facturasGastos |
| Sales Invoices | /documents/facturasVentas |
| Transport Invoices | /documents/facturasTransporte |
| Received products (delivery notes) | /documents/albaranesgen |
Whichever list you upload from decides what the document is. Upload a purchase invoice from the delivery notes list and it is filed as a delivery note. Putting that right afterwards means moving it between types.
The top bar
- Your profile, which is also where you sign out.
- Language: Spanish, English, French and Portuguese.
- Theme, light or dark.
- Activity indicator: anything that takes a while, such as processing documents, posting to the ERP or building a report, shows a progress bar. The work carries on even if you move to another screen.
- Trial notice, while the account is on a free trial, with the days and credits left.
- Dijit IA (Beta): opens the help chat in a panel on the right, without leaving the screen you are on. See Dijit IA (Beta).
Browser zoom
If the application looks enlarged, if a table has to be scrolled sideways to be read, or if menu options appear to be missing, the usual cause is the browser's zoom rather than the application.
The browser keeps the zoom per website, and it is changed by accident with the Ctrl key and the mouse wheel.
| System | Back to 100 % |
|---|---|
| Windows and Linux | Ctrl and 0 |
| Mac | Cmd and 0 |
At a high zoom the window behaves like a small screen: table columns are hidden, the action bar regroups and the side menu folds away. Back at 100 %, everything reappears.
On a phone
On screens of 600 pixels or less the application opens Quick Access instead of the dashboard. It holds upload buttons for each document type and a link through to the desktop version.
Help Center
Help → Help Center is where the news and the guides live. The news items record what has changed and when; the guides walk through particular jobs.
Why two accounts do not see the same menu
The menu is not the same everywhere. Two things decide it:
- How the account is set up. Document types, integrations and modules only appear if they are switched on. A document type you have not taken is not in the menu at all.
- What the user is allowed to see. The administrative options, meaning user management, the plan and the subscription invoices, are visible only to the account administrator.
So a screen mentioned somewhere in this documentation may not be there in your account. When that happens, it is one of those two reasons.