BreezyCorp Handbook

Appearance

Tour of the dashboard ​

A five-minute walk through the staff dashboard. The sidebar is divided into four sections: Home, Payroll, Bookkeeping, Administration. Visibility depends on your role — a Bookkeeper won't see Payroll cycles, a Payroll Executive won't see Journal batches, and only a Platform Admin sees the Team and System pages.

NOTE

Screenshots will follow in a future update. For now this page reads like a map; pair it with the actual app open at /dashboard.

Home ​

Dashboard (/dashboard) — the landing page. KPI tiles (cycles in progress, batches in review, exception count), queue summaries, recent activity-log events. Use this to triage your day.

Payroll ​

Cycles (/dashboard/payroll/cycles) — the list of every cycle for clients you can see, filterable by status. Click into a cycle to see its submission, validation issues, export tab, output upload tab, approval tab, and the per-cycle audit log.

The cycle is a monthly artifact. A given client's April-2026 cycle is a different record from its March-2026 cycle. Cycles move through 16 states from PLANNED to ARCHIVED — see Payroll cycle status machine.

For the full narrative arc — initiate, intake, validate, export, approve, close — see Quick start — payroll.

Bookkeeping ​

Three pages, ordered to match the SOP workflow.

  • Journal batches (/dashboard/bookkeeping/batches) — journal batches per client. Click into a batch to review entries, approve / reject / escalate them, and generate the upload file.
  • Bank reconciliations (/dashboard/bookkeeping/reconciliations) — reconciliation runs. Click into a run to see matched, proposed, and unreconciled transactions, and dispatch the client portal.
  • Exception queue (/dashboard/bookkeeping/exceptions) — flagged journal entries waiting on a Senior Accountant, plus client-responded items needing reviewer judgment. Use this when you want to triage by exception across your whole portfolio rather than client by client.

For the full narrative arc — document in, batch reviewed, upload file generated, statement reconciled — see Quick start — bookkeeping.

Administration ​

Cross-cutting pages.

  • Clients (/dashboard/clients) — every client. Open a client to manage contacts, templates, document rules, ingestion channels, auth policy, materiality threshold, and product enablement.
  • Outbox (/dashboard/outbox) — every outbound email and message the platform has sent or queued, with dispatch status. The first place to look when a client says they didn't receive something — see Verify an email was sent.
  • Activity log (/dashboard/audit) — global audit trail across both products. Filter by cycle, batch, run, client, or actor.
  • Team (/dashboard/staff-users) — Platform Admin only. Invite, edit role, deactivate, revoke sessions.
  • System (/dashboard/system) — Platform Admin only. Mail relay, object storage, and worker status panels.

Quick patterns ​

  • The breadcrumb is reliable. Every page has a breadcrumb that matches the URL; if you're lost, read it.
  • Status badges are reusable. A READY_FOR_EXPORT badge on the cycle list looks the same as on the cycle detail page.
  • The Audit sub-tab on a cycle, batch, or run is your friend. When something looks wrong, the audit log usually says exactly when and by whom.
  • Outbox answers most "did the email send?" questions. Each row carries the dispatch status, recipient, template, and a body preview — see Verify an email was sent.

Where to go next ​

Internal use only — BreezyCorp