Find your way around

• Home: what needs you, this month in figures, and how many scans you have used.
• Inbox: to-dos and chats with your team.
• Review: documents that need a second look.
• Expenses and Reports: your records, and the reports they go on.
• Approvals: reports waiting for a decision. It shows only if you approve reports.
• Documents: your files, in folders you make.
• Reimbursements, Cards and banks, and Mileage: money owed, statements and trips.
• Insights, Tax and Exports: where the money went, your Schedule C figures, and files to download.
• Contacts: people from business cards.
• Clients: the sets of books you run for clients, if you are a bookkeeper.
• Workflows: documents running through steps you connect on a canvas. It shows only if you manage settings.

Settings holds your profile, the workspace, how expenses are set up, automation and connections. The search box at the top of the sidebar looks through everything.