Manage
Goal
Find the manager and supervisor surfaces that oversee day-to-day work, decisions, and reporting — without opening every operational list.
Who it is for
Managers, supervisors, and clerks who need a home for Dashboard, My Work, approvals, and financial / statutory reporting.
What lives here
| Surface | Use it to |
|---|---|
| Dashboard | Role- and tenant-scoped widgets for KPIs, health, and My Work summary |
| My Work | Federated inbox: Decide / Do / Fix across modules |
| Approvals | Pending requests from the approval matrix (extensibility) |
| Financial Reports | Trial balance, P&L, balance sheet, GL, aging |
| Analytics & BI | Business health score and KPIs on approved datasets |
| Consolidation | Multi-entity groups, members, and consolidated statements |
| Statutory statements | Country-conforming statements from the ledger |
| Period close | Close accounting periods safely |
Open in the app
- Overview → Dashboard / My Work (no extra permission on the route).
- Administration → Extensibility → Approvals (
approvals.view, moduleextensibility). - Accounting → Reporting → Financial Reports (
accounting.view). - Reporting → Analytics & BI / Consolidation (module-gated).
- Operations → Tax & Statutory → Statutory statements (
statutory.view).