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Docs/Getting started

Finding your way around

The school administrator has invited you to an existing workspace. Before entering records, check that you are working in the right organization and campus. Then open the application for your task.

On this pageCheck your organization and workspaceOpen an applicationFind a record in a listWhen you cannot find something

Check your organization and workspace

The upper-left switcher identifies your current organization, workspace and application. In our example, the workspace is Main Campus within Demo School. Check this context before you create or edit a record.

Open an application

  1. Choose Desktop in the left sidebar.
  2. Select a module, such as Accounting.
  3. Choose the workspace page you need. For invoices and receipts, select Invoicing.
The real Demo School desktop. Open Accounting to choose a finance workspace.1 Open Accounting

Find a record in a list

Use the search and filter controls above a table to narrow the list. Tables start with 10 rows per page; use the pagination controls to continue through the results.

Open a record to see its details and available actions. Actions depend on your permissions and the record’s current status. A draft can have different actions from a submitted document.

Invoices in the Accounting workspace, with customer, status, original total and remaining balance.1 New invoice

When you cannot find something

  • Confirm the selected organization and workspace.
  • Check that the module is installed and available to your role.
  • Clear filters if the record does not appear.
  • Ask your administrator for the required access; use an account assigned to you.
Introduction to accounting