Finding your way around
Layout, navigation, and the interaction patterns common to every screen.
The interface is consistent: the same few patterns repeat across modules, so once you recognize them every screen behaves predictably.
A typical task
To review a tenant's lease:
- Sign in and you land on the dashboard.
- Open the module from the left navigation — here, Contracts.
- Use the list to filter, search, and locate the lease.
- Select the row to open the record in a drawer without leaving the list.
- Edit and save; required-field validation runs before the record commits.
The pattern throughout is the same: navigation → list → record → save.
The main areas
The left navigation is grouped by module. The most-used:
- Accounting — general ledger and manual journal entries.
- Properties — assets, spaces, parcels, and per-property activity.
- Contracts — leases and their billing terms.
- Documents — invoices, bills, and the approval inbox.
- Reports — financial statements and analytical views.
Banking, Distributions, Expense Recovery, Intercompany, Items, and Parties each have their own section, documented here.
Good to know
- Lists support filtering, sorting, and pagination; most include a "show inactive" toggle for deactivated records.
- Drawers present a single record for view or edit in place.
- Required fields are marked and validated before the record can be saved.
Screenshots are being added over time. In their absence, each step names the exact control to use.