Understanding how to Navigate across Finly

Understanding how to Navigate across Finly

  1. The left bar can be collapsed & widened with the Hide Menu option.
  2. The below gif shows:
    1. How to open & collapse the Nav Bar.
    2. Switch among multiple Entities.
    3. Toggle among tabs in the Nav Bar.
Nav Bar

Use "Global Search" to find any Data or Documents across the System

  1. Find the global search option with the shortcut Alt+/
  2. Insert text to find any document, information you are looking for.


Use "Views" to Save preferences & access required information with ease

  1. Navigate to the button on top to view all saved Views.
  2. In the example below the saved view shows, all Purchase Orders wherein the invoices are due and vendors are awaiting approvals


Switch among multiple entities with the "Entity Switch" Button

This feature is applicable when a Company has more than 1 entity and accounting is managed separately for each of these entities.
Navigate by clicking the switch at the top left corner of the screen to view all the entities.


    • Related Articles

    • How to Change the Theme of your Finly Account

      Navigating to the Theme Change option From the Finly Dashboard Navigate to the My Accounts Option from the navigation bar on the left side of the screen. Choose the Themes option from the My Accounts window. Choosing the Theme Choose the theme of ...

    • How to Change Password of your Finly Account

      Navigating to the Change Password option From the Finly Dashboard Navigate to the My Accounts Option from the navigation bar on the left side of the screen. Choose the Change Password option from the My Accounts window. Filling the Current Password ...

    • How to Invite a User to Finly

      Navigating to Users Choose the Manage option from the Navigation bar and select the Users option from the drop-down menu. Inviting a User to Finly For a user to Invite a User to Finly, the user should be assigned the role of an Admin. After filling ...

    • Welcome to Finly

      Features

    • Using Export Manager to create Customized Reports

      Every Document on the system can be exported. Exports that are frequently used can be templatized by Creating a Template for the Export under Settings. Navigating to Exports Templates From the Finly Dashboard Navigate to the Settings Option from the ...