Finding Your Way Around
BigLedger is not one screen; it is a set of applets that all look and behave the same way. This page is the shape they share. Ten minutes here means the twentieth applet you open feels like the first.
Meet GadgetSphere
You have just been given a login at GadgetSphere Sdn Bhd. Your job is accounts receivable, so you need four or five applets out of the dozens the company runs, and you want them one click away.
The launchpad is home
When you sign in you land on the launchpad: a grid of icons, one per applet installed for you.
Three things on each icon are worth noticing:
- The applet name, under the icon.
- A tenant badge — the company the applet belongs to. If your login reaches more than one tenant, this is how you tell two copies of the same applet apart. Platform-level applets are badged platform.
- A number badge, when that applet has something waiting for you.
Above the grid is a search box, and it searches by applet name or tenant name. This is the fastest way to get anywhere: start typing receipt and the receipt voucher applet is one click away. Use it in preference to hunting through the grid.
Launchpad views: make your own workspace
A long grid of every applet in the company is not a workspace. Launchpad views fix that: a view is a named subset of applets that you assemble yourself.
To build one, open the view builder from the launchpad and:
- Name the view — AR, Month end, Daily.
- Search applets and add the ones you want; remove any you added by mistake. Select-all and clear-all are there for the bigger views.
- Drag to reorder them into the sequence you actually work in.
- Save.
You can keep up to ten views, switch between them from the launchpad, drag them into the order you want, and make one your default so it is what you see when you sign in. You can also turn the default off again if you would rather land on everything.
For GadgetSphere’s AR job that is one view — receipt voucher, debtor report, statement of account, sales invoice — and your first click every morning lands on it.
The grid itself can also be rearranged directly: switch the launchpad into edit mode and drag the icons.
Every applet has the same skeleton
Once you are inside an applet, the layout repeats. Learn it once.
A left-hand menu of screens. Typically one entry for the main document or record, plus listings and reports around it, and — at the bottom — a gear icon.
A listing as the landing screen: a grid with a quick search across the top.
Advanced Search — the filter panel, with the fields that matter for that record type.
A create or edit form built from tabs or panels. On a document that is usually Main Details, Account, Lines, and then whatever is specific to that document. Which tabs you see, and in what order, is a company setting — so your screen may legitimately differ from a colleague’s in a different company.
Grids throughout: columns can be toggled, results grouped and totalled, and almost every grid exports to Excel or PDF from its own status bar. If you find yourself copying numbers off a screen by hand, look for the export first.
The gear menu holds two different things, and the difference matters:
- Settings — configuration that applies to everybody in the company. Default branch and location, default pricing scheme and price book, which buttons appear, permissions. Changing something here changes it for your colleagues.
- Personalization — the same kind of choices, but for you alone.
If you are not sure which you are in, look at the heading before you change anything.
When an applet is not there
If an applet this documentation describes is not on your launchpad, it is one of two things: it is not enabled for your company, or it is not installed for your login. Neither is a fault, and neither is something you can fix from the launchpad — ask whoever administers your tenant.
The same goes for a menu entry or a button missing inside an applet: most of those are permission or setting driven. A greyed-out button is usually data; a button that is not there at all is usually permission.
What success looks like
Five minutes, and you are set up for good:
- Search the launchpad for an applet by name and open it from the results.
- Build a view containing the four or five applets you use daily, and make it your default.
- Inside one applet, open Advanced Search, widen the date range, and find a record the default filter was hiding.
Common mistakes
| What goes wrong | What you see | The fix |
|---|---|---|
| “My document has disappeared” | It is not in the listing | The listing’s default status and date filters are hiding it — use Advanced Search |
| Scrolling a long applet grid every morning | Slow start to the day | Build a launchpad view and make it your default |
| Changing a Setting meaning to change it for yourself | Colleagues’ screens change too | Settings is company-wide; Personalization is yours |
| Looking for a keyboard shortcut | There are none | Use the launchpad search box |
| Copying grid data by hand | Errors, and a slow afternoon | Almost every grid exports to Excel or PDF |
| Assuming a missing applet is a bug | Confusion | It is not enabled for the company, or not installed for your login |