Getting started

Get to know the main screen

Sidebar, header and workspace: where to find the menus, search, the active company and your notifications.

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The interface is organized into three areas:

  • The left-hand menu, grouped by area: Banking, Vendor payments, Collections, LCR, Treasury, Financing, Integrations, Administration. Colored badges flag items that need attention (approvals, review queue, and so on).
  • The top bar: quick search (shortcut Ctrl+K), company selection, language and notifications.
  • Your profile, at the bottom left: preferences, delegations and sign-out.

Dashboard — overview

Dashboard — overview

Updated on October 17, 2026

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