Navigating and searching

The sidebar#

On the left is the sidebar with the pages you pinned. Drag a page to change the order. You can pin up to 12 pages.

All pages under More#

1. Click More at the bottom of the sidebar.
2. You see all pages, grouped into Work, Setup, Connections and Management. Type in the search box to filter quickly.
3. Click a page to open it, or the pin to pin it to the sidebar or unpin it.

You only see the pages your role gives access to.

Search#

Click Search pages, relations, invoices… at the top or press ⌘K (Mac) or Ctrl+K (Windows). You search invoices, documents, relations, mapping templates, pages and support articles at once. Invoices and documents are also found on text from the document itself.

• Choose a tab, such as Invoices or Relations, to search only that category. Tab switches tabs.
• Type @ with a category, such as @company, @invoice or @relation, to search only there. Pick one with Enter or Tab. Backspace in an empty search field removes the filter. Dutch words such as @administratie and @factuur work too.
• Find a booked invoice by the entry number from your accounting system. The entry number shows below the invoice in the results.
• Press Enter to open the result, or ⌘Enter or Ctrl+Enter to open it in a new tab.

Profile and settings#

Click your name at the top right for Profile, Account, Users, Settings, Billing and Support.