Overview
Find records and use the home dashboard to prioritize finance work.
Before you begin
Confirm your active subsidiary. Dashboard queues and search results follow your current access.
Main task
- Use the grouped navigation to find a destination, or search globally for a module or transaction reference.
- Open a result to review its current state rather than assuming it is posted.
- Use Manage favorites to add, remove, or reorder frequently used modules.
- Review home approval/rework queues, overdue balances, and bank reconciliation items. Follow a card to its source record.
- Adjust saved dashboard widgets and their layout to fit the tasks you perform most often.
Check the result
Favorites and dashboard preferences belong to your account. Approval counts and balances are scoped; a changed subsidiary can change the displayed workload.
If something goes wrong
An empty widget may mean there are no matching records or your role cannot view them. Check filters and subsidiary access before creating a duplicate transaction.