Platform

The Platform area is where day-to-day accounting work happens. These tutorials start with the main work queue, then move through bookkeeping, customer invoicing, supplier payments, and payroll.

Sections

• Dashboard: review current work and open the next priority.
• Bookkeeping: process source documents into reviewed ledger work.
• Invoicing: manage customer-facing invoice work.
• Payments Due: track supplier invoices and outgoing payment obligations.
• Payroll: review employee and salary-related accounting work.

Suggested path

Start with Dashboard to understand the workspace state. Move into Bookkeeping for document review and posting work, then use the other Platform sections when the work is tied to customers, suppliers, or employees.