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Navigating Finance

The tab bar, the All Modules menu, the search bar and the two layouts Finance can wear.

Finance opens on the Overview dashboard with a single tab and one button that reaches everything else. Learn those two, and every module afterwards works the same way.

Highlights

  • All Modules is the full menu, and the button sits at the right of the tab bar.
  • Star a module to pin it as a tab you can return to in one click.
  • Cmd+K, or Ctrl+K, puts the cursor in the search bar from anywhere.
  • Twenty-seven record types are searchable by name or by number, in one box.
  • Two layouts, Modern and Classic, switched in the profile menu.
  • Every list remembers how you left it: the view you chose and the widths you dragged.

The screen Finance opens on

The SorviAI Finance Overview dashboard. A green header carries the app grid, the Finance app pill, a Search in Finance box and the account avatar. Below it a tab bar holds a single Overview tab on the left and an All Modules button on the right. The body shows Total Receivables at zero, Total Payables at 75.9K with all of it overdue, an Income versus Expense chart, Cash Flow with a current balance of 55.4K, Top Expenses and a Quotes Heatmap.
One tab to start with, and All Modules at the right of the tab bar.

All Modules

All Modules opens the full Finance menu, grouped exactly as the product is organised, with a search box across the top for finding a screen by name.

The All Modules panel open over the Overview screen, headed All Modules and Finance, full menu, with a Search modules box. Columns group the screens: Other Modules holds Overview, Reports and Documents; Sales holds Customers, Quotes, Sales Orders, Invoices, Recurring Invoices, Advance Invoices, Customer Payments, Credit Notes and Returns; Purchases holds Vendors, Expenses, Recurring Expenses, Purchase Orders, Purchase Receives, Bills, Vendor Payments, Recurring Bills and Vendor Credits; Items holds Items and Rate Lists; Inventory holds Stock Adjustments, Picklists, Packages, Shipments and Stock Transfers; Taxes holds Tax Filing and Tax Payments; Accountant holds Journal Entries, Exchange Adjustments, Accounts Chart and Budget. Every row carries a star. The foot reads: Star modules to add them to your favourites and customise your tab view experience, with a Save button.
Every screen in Finance, in one panel. The star beside each one pins it as a tab.
GroupScreens
Other ModulesOverview, Reports, Documents
SalesNine, from Customers through to Returns
PurchasesNine, from Vendors through to Vendor Credits
ItemsItems and Rate Lists
InventoryStock Adjustments, Picklists, Packages, Shipments, Stock Transfers
TaxesTax Filing and Tax Payments
AccountantJournal Entries, Exchange Adjustments, Accounts Chart, Budget

Two layouts

Finance ships two navigation shapes and remembers which you chose. Both reach the same screens.

Modern

the default

  • YesA tab bar across the top
  • YesAll Modules for the full menu
  • YesStarred modules become tabs
  • NoA permanent list of every module on screen

Classic

  • YesA left sidebar listing every module
  • YesGroups expand in place
  • YesDrag a module to reorder it
  • NoTabs across the top

Both live under your avatar at the top right, beside the light and dark theme switch. The choice is remembered in your browser rather than on your account.

The search bar sits in the header on every screen, and its placeholder tells you where you are: Search in Finance on the dashboard, Search in Invoices once you are on the invoice list. What it searches does not change with the screen.

The header search box holding the word Pennine, with a results panel open beneath it headed Finance. Results read Pennine Hydraulics Ltd labelled Customer, CN-00004 for Pennine Hydraulics Ltd labelled Credit Note at 264.00, PAY-00020 labelled Payment Received at 251.07, PAY-00014 labelled Payment Received at 5,061.00, and INV-00034 labelled Invoice at 5,061.00.
One query, several record types. Each result is labelled with the kind of record it is.

  1. Press Cmd+K, or Ctrl+K

    Focus lands in the search bar from wherever you were. Escape gives it back.

  2. Type a name or a number

    Part of either will do. A customer name finds the contact and the documents raised against them at the same time.

  3. Select a result

    It opens the record itself, not a filtered list containing it.

What you can search forExamples
ContactsCustomers and vendors, by name
Sales documentsQuotes, sales orders, invoices, recurring and advance invoices, credit notes
Purchase documentsPurchase orders, purchase receives, bills, recurring bills, vendor credits
MoneyCustomer payments, vendor payments, expenses, recurring expenses
AccountingChart of accounts, journal entries you posted by hand, currency adjustments
StockItems, adjustments, transfers, packages, shipments, returns, pricebooks

List screens

Every module opens on a list, and every list works the same way: filter it, sort it by clicking a column, search within it, and open a row.

The Invoices list under a tab reading Invoices. A heading reads Invoices with the subtitle Manage and track all invoices across your organization, and a blue Invoice button sits at the top right. Below are list and grid view icons and an All filter. The table columns are Date, INV number, Reference Number, Customer, Status, Amount, Balance Due, Due Date and Created. Status values include Paid, Overdue by 24 days, Partially Paid and Draft. The foot reads Showing 1 to 25 of 34 results with a rows-per-page control.
A list screen: view switch and filters above, sortable columns, and paging at the foot.
The view you chose
List or grid, remembered per module. Picklists can stay in grid while Invoices stays in list.
The widths you dragged
Drag a column edge and that width is kept for that list, on that browser.
Where you were
Come back from a record and the list is as you left it rather than reset to the first page.

Moving between apps

Finance is one app in the SorviAI suite. The grid at the far left of the header opens the App Center, which is also where you land when you sign in.

The App Center headed Welcome, Ironvale! Seven cards each carry an icon, a name and a line of description: Finance, run the money side of the business; Inventory, know what stock you hold; TeamEmail, one shared mailbox; Repairs, take a device in and follow the work done on it; POS, sell across the counter; Worklink, everything to do with your people; and Nest, a private space for the team.
Only the apps your workspace has, and that you have been granted, appear here.

Records are shared rather than copied: a customer, an item or a document created in Finance is the same record in Inventory, not a second copy of it.

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