The Home page

The Home page shows how your branch is doing at a glance. The branch is named under the title, for example “Scoped to: Demo Trading Co HQ (HQ)”.

Figure	Meaning
Total Documents	All documents you can see in your branch: quotes, orders, invoices, receipts of goods and so on
Open Documents	Documents still in Draft or Confirmed status, which means work is not finished (not yet posted)
Posted Revenue	Revenue recorded in the accounts for the current financial period. It comes from the accounts, not from document totals, and covers the whole company, not only the branch named above

Select Refresh to reload the figures.

The document list

Below the figures is a table of documents with the number, date, status and amount. Numbers start with a short code that tells you the kind of document, for example SQ for a sales quote, SO for a sales order, INV for a sales invoice, PO for a purchase order, GRN for a goods receipt and PI for a purchase invoice. See How documents flow.

Change the Page Size at the bottom to see more rows at once.