Chapter 2
Getting started: login and interface
Work begins by signing in with a username and password. Each user has their own permissions, and the menus they see match what they are allowed to do.
The side menu holds the system sections: Dashboard, Journal, Sales, Purchases, Finance, Inventory, Parties, Products and taxes, Projects, Employees, Payroll, Reports and Administration. Each section opens its own tabs along the top of the screen.
Common workflows
- 1
Add to favourites ☆
Pins the screen to the top of the menu so you reach it in one click.
- 2
Search (Ctrl+K)
Type the name of any screen, report or setting and jump straight to it.
- 3
Help (F1)
Explains the open screen without leaving it — it appears beside your work.
- 4
Alerts 🔔
Due cheques, items below reorder level, approvals waiting for you, and budget overruns.
- 5
Arabic / English
Switches the interface language for this user alone — invoices stay in Arabic.
- 6
Exit
To switch user (between one cashier and another, say) without closing the program.
- 7
Forgot your password?
A link under the sign-in button: recover it with your recovery code, or ask the administrator to reset it — see the "Password recovery" chapter.
Messages you may see — and what to do
- Confirmation dialogs
Every irreversible action (approve, post, bounce a cheque, close a session, deactivate…) asks first in a dialog that explains its effect — "Back" changes nothing.
- Newest first
Lists (items, parties, users, employees, cheques, assets…) show the most recently added entries at the top.
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