🖱️ Program Controls
Controlling the program means accessing modules, functions, and administrative tasks (creating a company, configuring settings, code lists, documents, etc.). Controls can be divided into three main methods — choose the one that works best for you:
Side navigation (left menu)
Workspace (right side of the screen)
Menu bar (top menu)
At the bottom of the application you can always see the status bar with useful information.
🧭 Side Navigation
The side navigation (left panel) contains buttons with module names:
Business Partners, Inventory, Sales, Purchasing, Money, Assets, Employees, Accounting.
Clicking on a module expands a list of the most frequently used documents and lists in the side navigation.
At the same time, the Workspace tab for the selected module appears on the right (containing the main options for everyday work).
Right-clicking allows you to open a record or list in a separate window (you can have multiple windows open for visual cross-checking).
Clicking on a different module closes the previous panel and opens a new one.
Learn more in the help article Side Navigation and Workspace.
🔎 Side Navigation Header
The top section of the side navigation displays quick information and enables quick actions:
Company name — clicking it opens the Company Settings dialog.
Accounting period — displays the current fiscal year (switch quickly using the arrows or the Manage Accounting Periods dialog).
Example: you have the years 2024 and 2025; if you switch to 2025, documents you create will have dates from 2025.
Period 2024 not closed — a warning that appears when an accounting period is open or has been reopened after modification.
All cost centers — a quick filter by cost center; selecting a single cost center will display only documents belonging to that cost center in the tables.
Note: When you change the accounting period, all open tables in the right workspace will be closed.
🧩 Workspace
The workspace is the right side of the screen — the area where you work with your data.
Clicking on a module in the side navigation opens the Module Workspace tab (containing icons and buttons for the module's most important functions).
You can have multiple tabs open at the same time; they are closed using the × on the tab.
Each tab contains a set of menus and quick actions related to the given module.
Learn more in the help article Side Navigation and Workspace
📋 Menu Bar
The top bar of the program contains the main menu with access to all program functions — it is commonly used when setting up accounting or performing administrative tasks.
Learn more in Help - Menu.
📊 Status Bar
The status bar is located at the bottom of the screen and serves several purposes:
left side: the name of the logged-in user,
right side (in tables): information about your position in the table — for example,
5/23means you are on row 5 of 23; when a document is open, it shows which document in the set you currently have open,In dialogs, error messages or contextual help information are displayed here while filling in fields.
✅ Recommendations for Users
Choose the control method (side navigation vs. workspace vs. menu bar) that you find most comfortable.
Before you start working, familiarize yourself with the side navigation header (for quickly switching between companies and periods).
Use the right mouse button to open lists in separate windows — this makes it easier to review data in parallel.
Keep an eye on the status bar while working in a dialog — it displays errors and contextual information.