Navigation

Note: Don't see this yet? The left sidebar is in Limited Availability (LA). If you don't see it yet, it'll be available in an upcoming wave. During the LA, we'll review and implement participant feedback to prepare for general availability.

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.

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, Reporting, Chart organizer, and Statistical units are in Analysis.

Tip: In the new left nav, 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