Navigate the Main Menu
Use the main menu to move between modules, open transaction pages, and find inquiries and reports.
Find a page
- Select the module that matches your task, such as Sales, Purchases, or General Ledger.
- Choose an entry page when you need to create a transaction.
- Choose an inquiry page when you need to find, review, print, or continue an existing transaction.
- Choose a report when you need totals, trends, reconciliation, or management analysis.
- Use the application search shortcut when available to find a page by name.
Menu types
| Menu area | Use it for | Example |
|---|---|---|
| Transactions | Create or process business documents | Sales order, supplier payment, bank transfer |
| Inquiries | Find and inspect existing documents | Customer transactions, stock movement, work orders |
| Reports | Summaries and analysis | Trial balance, payroll summary, sales margin |
| Maintenance / Setup | Master data and configuration | Customers, items, users, tax types |
Tip: When you are unsure whether a document already exists, search the relevant inquiry before creating a new transaction.