This page is generated from the product itself — the same source the built-in assistant answers from — so it cannot disagree with either.
What screens does Accounting have?
Accounting ships these screens today:
- Overview: Dashboard
- Ledger: Chart of Accounts · Journal Entries · General Ledger
- Receivable: Invoices · Quotes · Customers · Receipts
- Payable: Bills · Vendors · Payments · Expenses
- Banking: Cheques · Banking · Reconciliation · Fixed Assets
- Compliance: Tax · Budgets
- Analysis: Reports
- Admin: Periods
Being listed here means the screen opens today. On its own it does not mean every action on it is available — ask about the specific task, and where something is not built the answer says so rather than guessing.
Each screen opens for anyone who holds the permission in the last column. Being listed means the screen opens today; ask about the specific task if you need to know whether every action on it is available.
| Screen | Section | Permission needed |
|---|---|---|
| Dashboard | Overview | accounting.dashboard.read |
| Chart of Accounts | Ledger | accounting.accounts.read |
| Journal Entries | Ledger | accounting.journal.read |
| General Ledger | Ledger | accounting.ledger.read |
| Invoices | Receivable | accounting.invoices.read |
| Quotes | Receivable | accounting.quotes.read |
| Customers | Receivable | accounting.customers.read |
| Receipts | Receivable | accounting.receipts.read |
| Bills | Payable | accounting.bills.read |
| Vendors | Payable | accounting.vendors.read |
| Payments | Payable | accounting.payments.read |
| Expenses | Payable | accounting.expenses.read |
| Cheques | Banking | accounting.cheques.read |
| Banking | Banking | accounting.banking.read |
| Reconciliation | Banking | accounting.banking.update |
| Fixed Assets | Banking | accounting.assets.read |
| Tax | Compliance | accounting.tax.read |
| Budgets | Compliance | accounting.budgets.read |
| Reports | Analysis | accounting.reports.read |
| Periods | Admin | accounting.periods.read |
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