Navigation

The menu now displays on the left sidebar to improve navigation and scalability. It adjusts to your screen—expanding or collapsing as needed—so key tools stay within reach.

Video: Navigation Menu

Here are some of the key changes, but review the feature area list below for details.

  • Budgets and Security are now primary navigation items.

  • Fields and tables, Import, Export, and feature area settings are centralized in Settings.

  • Query, Reports, Chart organizer, and Statistical units are in Analysis.

Tip: To collapse the sidebar, select Collapse at the end of the list. To expand it again, select the double arrows.

  • Journal entries

  • Post subledgers

  • Accounts

  • Projects

  • Grants

This is a primary navigation item without nested feature areas.

This is a primary navigation item without nested feature areas.

This is a primary navigation item without nested feature areas.

  • Vendors

  • Purchase orders

  • Receipts

  • Invoices

  • Credit card activity

  • Credit memos

  • Products

  • Communications

  • Clients

  • Charges

  • Invoices

  • Credits

  • Deposits

  • Payments

  • Billing items

  • Communications

  • Deposits and payments

  • Bank accounts

  • Credit card accounts

  • Assets

  • Transactions

  • Query

  • Chart organizer

  • Reports

  • Dashboards

  • Dashboard builder

  • Statistical units

  • Fields and tables

  • Import

  • Export

  • General ledger

  • Allocations

  • Expenses

  • Payables

  • Receivables

  • Treasury

  • Fixed assets

Financial Edge record security