Menu map
Purpose
- Find the chapter for a side-menu item. Items with a permission name are hidden until that permission is ticked. See Permissions.
- Other items can still refuse to open if the role lacks the page permission.
Assistant
- AI Agents opens chat in a new browser tab. See How to ask.
- Ask where is plus the menu name to read this map. That does not open the screen.
Before you start
- You are in the company you mean.
- If a row is missing, check the permission on that line and your role on this company’s user group. See Access Control Management.
Find a menu
- Find the menu label in the lists below.
- Open that chapter for the steps.
- If the label is missing, tick the permission in Access Control Management, on the role this person has for this company. See Permissions and Access Control Management.
- Fast Sales and Fast Purchase are buttons on the invoice listings, not side-menu items. See Fast sales and Fast purchase. GST is not on the live side menu. See SST/GST.
- A line with no “Hidden unless” means the side menu shows the label. Opening it can still require a permission. See Permissions.
Sales
- Maintain Customer — Customers.
- Sales Document → Quotation — Quotation.
- Sales Document → Sales Order — Sales order.
- Sales Document → Delivery Order — Delivery order.
- Sales Document → Sales Invoice — Sales invoice.
- Sales Document → Cash Sales — Cash sales.
- Sales Document → Receipt — Customer receipt.
- Sales Document → Deposit — Deposit, refund, debit note, credit note.
- Sales Document → Refund — Deposit, refund, debit note, credit note.
- Sales Document → Debit Note — Deposit, refund, debit note, credit note.
- Sales Document → Credit Note — Deposit, refund, debit note, credit note.
- Sales Document → Maintain Knock-Off — Customer receipt.
- Sales Report → Sales Price History — Sales reports. Hidden unless SalesHistory_view.
- Sales Report → Document Report — Sales reports.
- Sales Report → Balance Report — Sales reports.
- Sales Report → Due Document — Sales reports.
- Sales Report → Aging Report — Sales reports.
- Sales Report → Statement Of Account — Sales reports.
Purchase
- Maintain Supplier — Suppliers.
- Purchase Document → Purchase Order — Purchase order and goods received.
- Purchase Document → Goods Received — Purchase order and goods received.
- Purchase Document → Purchase Invoice — Purchase invoice.
- Purchase Document → Cash Purchase — Cash purchase.
- Purchase Document → Payment — Supplier payment.
- Purchase Document → Refund — Supplier refund, debit note, credit note.
- Purchase Document → Debit Note — Supplier refund, debit note, credit note.
- Purchase Document → Credit Note — Supplier refund, debit note, credit note.
- Purchase Document → Maintain Knock-Off — Supplier payment.
- Purchase Report → Purchase Price History — Purchase reports. Hidden unless PurchaseHistory_view.
- Purchase Report → Document, Balance, Due, Aging, Statement — Purchase reports.
E Invoice, Bank, Financial Report
Inventory
- Full locations, product documents, and stock reports need the Premium plan. See Inventory.
- Maintain Category — Categories, products, price categories.
- Maintain Product — Categories, products, price categories.
- Maintain Price Category — Categories, products, price categories. Hidden unless priceCat_new.
- Maintain Item Type — Categories, products, price categories. Hidden unless itemType_new.
- Maintain Location — Locations. Hidden unless location_new.
- Product Document → Product Received — Product received, issue, transfer, adjustment. Hidden unless stkReceived_new.
- Product Document → Product Issue — Product received, issue, transfer, adjustment. Hidden unless stkIssue_new.
- Product Document → Product Transfer — Product received, issue, transfer, adjustment. Hidden unless stkXF_new.
- Product Document → Product Adjustment — Product received, issue, transfer, adjustment. Hidden unless stkADJ_new.
- Inventory Report (the heading) — Inventory reports. Hidden unless any of stkPhyWS, stkDocument, stkCard, stkMthEndBal, stkAging.
- Stock Physical WorkSheet — Inventory reports. Hidden unless stkPhyWS.
- Stock Document — Inventory reports. Hidden unless stkDocument.
- Stock Card — Inventory reports. Hidden unless stkCard.
- Stock Month End Balance — Inventory reports. Hidden unless stkMthEndBal.
- Stock Aging — Inventory reports. Hidden unless stkAging.
Account Setup, tax, Accountant Tools
- Account Setup — Financial start period.
- Year End Closing — Year-end closing. Month lock is Month-end close.
- Document Number — Document numbers.
- Department / Project — Department / project. Hidden unless pro_new.
- Invite Accountant — Invite accountant.
- Maintain Terms / Maintain Agents / Maintain Area — Terms, agents, and areas.
- Maintain Tax — Maintain Tax.
- SST → SST Return / SST Audit — SST return and SST audit.
- SST → SST Setup — SST/GST.
- Accountant Tools (the heading) — Company management, Access Control Management, Users, and Chart of accounts. Hidden unless any of company_new, role_new, user_new, expensesForm_new, coa_new.
- Company Management — Company management. Hidden unless company_new.
- Access Control Management — Access Control Management. Hidden unless role_new.
- Users — Users. Hidden unless user_new.
- Chart Of Account (templates) — Chart of accounts (Accountant Tools). Hidden unless coa_new.
- The company chart you post to is General Ledger → Maintain Chart Of Account, not the Accountant Tools template list. See Chart of accounts.
If something goes wrong
- The label is not in the menu. Tick the permission in the Hidden unless note. See Permissions. Confirm the role is on this company. See Access Control Management.
- The label is there and the page will not open. The page permission is missing. See Permissions. The menu and the page do not always use the same name.
- You are in the wrong file. Switch Company under your name. See Switch Company.
- Inventory items are missing on a Basic or Plus company. Those documents need Premium. See Create and edit a company and Inventory.