Find your way around

When you sign in you land on the home screen, a summary of the brand you are working in.

• Needs your attention: things to deal with, such as overdue invoices. If there is nothing to do it says so.
• Recently used: shortcuts to the screens you open most.
• Ledger health: whether the books balance.
• Start something: one-click shortcuts to New invoice, Record a bill, Reconcile bank and Prepare VAT return.
• How the business is doing: cash in the bank, what customers owe you and what you owe suppliers, with a switch between This month, This quarter and This financial year.
• Coming up: the next VAT return, corporation tax and whether the books are locked.
• Who owes you, by age: unpaid invoices grouped by how late they are.

The bar under the header groups the app by the job you are doing:

Area	What is in it
Sales	Invoices, products, quotes, credit notes, recurring, customers
Purchases	Bills, expenses, suppliers, receipts
Banking	Reconcile, bank rules, bank accounts and feeds
Accounting	Company ledger, journals, director loans, exchange rates, chart of accounts, statutory mapping, import data
Reports	Profit and loss, balance sheet, trial balance, cash flow and more
Tax	Overview, VAT returns, corporation tax, year-end accounts, registration and rates
Integrations	Payment gateways, API keys, webhooks
Setup (right)	Organisation, accounting structure, brands, legal entities, team and access, invoice settings, payroll journals, my account

You only see what your role allows. For example, Brands, Legal entities and Team & access are for owners and admins (and brand admins for their team). See Roles and access.

• Organisation: shown for reference. To switch, go to Setup › Organisation.
• Brand switcher: choose the brand you are working in. VexLedger remembers it.
• Search: jump to any screen. Press Ctrl+K (Cmd+K on a Mac) to open it from anywhere.
• Display: change the text size and the colour theme to suit you.
• Your profile: your account, security settings and sign out.

Most lists work the same way: a row of status filters with counts, a search box, paging at the bottom, and a More menu on each row for the less common actions. Selecting a row opens its details in a panel beside the list so you do not lose your place. Press Escape to close a panel.