What is the Home screen for?
This is the screen the app opens on. It answers where you go next with up to ten destinations you choose. Below the tiles, it shows your figures, such as what needs attention, your cash flow, and recent transactions. It combines navigation and status on one screen.
How do I check statutory deadlines?
- Look at the Due soon section for the next statutory deadlines that apply to this business, at most five, such as SST-02, PCB or KWSP.
- Read the due date and the days left or overdue badge on each row.
- Press a row to open it in Calendar > Compliance to see the legal basis and penalty.
- Ensure your Settings > Business > Compliance answers are correct so the list updates automatically.
- Note that a duty marked Needs confirmation never appears here, because it has no verified date yet.
How do I find a specific record?
- Press the search box at the top, or use the More tab on a phone, or press ⌘K.
- Type an invoice number, customer name, or amount like 3400.
- Select the record from the grouped results to open it directly.
- Note that searching does not change any data; it only displays existing records.
How do I customise my workspace tiles?
- Press Customise beside Your workspace, or open Settings > Home & sidebar.
- Press the star beside a group or screen to add it to Home.
- Press the star again to remove a tile.
- You can choose up to ten tiles. If Home is full, you must remove one before adding another.
How do I resume recent work?
- Look at the Continue on section to see the last few records you worked on.
- Check the amount and state of each record.
- Press a record to open it directly.
- Remember this list is ordered by when you last touched the item, not when it was created.
What this does to your books
The Home screen posts nothing to the accounts. It only reads your compliance settings, records and preferences. Pinning tiles is a menu preference, and paying or filing a deadline happens in the authority's own system.