MIS Studio
Your entity overview
What you see on the home page once you have an entity — the entity header, the next step and the setup checklist.
Updated November 14, 2026
What you see
When your account has at least one entity, the home page shows the entity you are working with. If none is selected, the first one is shown.
- Entity header — the entity name with its company type, accounting standard and the current financial year (April to March).
- Your entity is ready — the next step. Select Upload Trial Balance to open the Trial Balance page for this entity.
- Setup — a checklist of the four stages: Entity, Trial Balance, Mapping and Reports. A ticked circle means the stage is done; the highlighted one is where you are now.
- Journey — the indicator at the bottom of the page shows which of the four steps you are on.
Switching entities
The sidebar shows the entity you are working with. Hover over the sidebar to see its name and company type.