Navigation sidebar

The sidebar sits on the left of every page. It stays narrow until you move the cursor over it, then opens and pushes the page to the right so nothing is covered. It closes when the cursor leaves.

Pages

• Overview, MIS Studio (Trial Balance, Mapping Studio, Statements), Report Library, Schema Mapping and Template. The page you are on is highlighted.
• Mapping Studio shows a badge with the number of ledgers waiting for review. It disappears when there are none.

Switching entity

• Click the Current entity box to open the entity list. Search by name, or pick from Recent (the last three entities you opened) and All entities.
• Each row shows where the entity stands: TB pending (no trial balance yet), Mapping (ledgers still to map) or Statements ready.
• Picking an entity opens its Overview. Create new entity opens the create-entity dialog over the page; once created, the new entity opens on its Overview.
• Press Ctrl+K (⌘K on Mac) to open the list with search ready. Press Esc to close it.
• The list closes when the sidebar closes, unless the cursor is on the list.