Tour of the dashboard
A short walk through the staff dashboard. The sidebar groups work by product and by cross-cutting surface; what you see depends on your role and scope — a Bookkeeper won't see Payroll cycles, an FS Preparer won't see XBRL filings, a Correspondence Operator sees the mail queue, 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 app open at /dashboard.
Home
Dashboard (/dashboard) — the landing page. KPI tiles, queue summaries, and recent activity. Use it to triage your day.
Review inbox
Review inbox (/dashboard/review) — the heart of "agents prepare, humans decide." Proposed actions that need a human decision land here, routed by risk. You approve, edit, or reject; regulated and external actions cannot proceed until you do. See The review inbox and the human gate.
Payroll
Payroll (/dashboard/payroll) — every cycle for entities in your current scope, with create and agent-assisted run actions in the header. Click into a cycle (/dashboard/payroll/cycles/<id>) for its submission, validation issues, export tab, output upload tab, approval tab, and per-cycle audit log. A cycle is a monthly artifact that moves through a 16-state machine. Full arc: the Payroll handbook.
Bookkeeping
- Journal batches (
/dashboard/bookkeeping/batches) — review entries, approve / reject / escalate, generate the upload file. - Bank reconciliations (
/dashboard/bookkeeping/reconciliations) — matched, proposed, and unreconciled transactions; dispatch the client portal. - Exception queue (
/dashboard/bookkeeping/exceptions) — flagged entries awaiting a Senior Accountant and client-responded items needing judgment.
Full arc: the Bookkeeping handbook.
Financial Statements
Engagements (/dashboard/financial-statements/engagements) — every annual / interim engagement. Click in to upload a trial balance, run mapping, generate statements, fill the disclosure interrogation, generate notes, and export the Word document. An engagement is a per-financial-year artifact moving through a 7-state machine. Full arc: the FS handbook.
XBRL Filing
Filings (/dashboard/xbrl/filings) — every ACRA XBRL filing. Click in to upload a DOCX/PDF (or pull from an FS engagement), confirm every line item's taxonomy element, run the 144 ACRA rules, and generate BizFinx XLSX / XBRL XML. Export is hard-gated. The taxonomy version is pinned at creation. Filings move through an 8-state machine. Full arc: the XBRL handbook.
Correspondence
Correspondence (parked — not currently shipped) — the mail-intake queue: documents pulled from the firm's mailbox, OCR'd and classified, matched to a client, and held for review before dispatch. Staff-ops only — there is no client surface. The UI has been removed and the backend parked under archive/ pending a rehome; the intended arc is the Correspondence handbook.
Entities & administration
- Entities (
/dashboard/entities) — the corporate register: groups, entities, branches, officers, shareholdings, addresses, and product subscriptions. See Entities & groups. - Clients (
/dashboard/clients) — manage contacts, templates, document rules, ingestion channels, auth policy, materiality, and product enablement. - Outbox (
/dashboard/outbox) — every outbound email/message with dispatch status. First stop when a client says they didn't receive something — see Verify an email was sent. - Activity log (
/dashboard/audit) — the global audit trail. 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's breadcrumb matches the URL; if you're lost, read it.
- Status badges are reusable. A badge on a list looks the same on the detail page.
- The Audit sub-tab 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.
Where to go next
- Understand the model: The platform model.
- Understand who can do what: Roles & permissions.
- Look up a term: Glossary.