Business Operations Guide
Getting Started
Navigation & Interface Guide

Navigation & Interface Guide

Interface Overview

BigLedger’s modern interface is designed for efficiency and ease of use, providing quick access to all business functions through an intuitive navigation system.

Main Navigation Menu

Top Navigation Bar

  • Modules: Access core business modules (Accounting, Inventory, CRM, etc.)
  • Applets: Extended functionality and custom workflows
  • E-Invoice: PEPPOL and MyInvois integration
  • Business Operations: Daily operational tasks
  • User Guide: Comprehensive documentation

Quick Access Toolbar

  • Search: Global search across all modules
  • Notifications: Real-time alerts and updates
  • User Profile: Account settings and preferences
  • Help: Context-sensitive assistance

Workspace Layout

Dashboard Widgets

  • Customizable widget placement
  • Drag-and-drop functionality
  • Real-time data updates
  • Multiple dashboard views

Data Grids

  • Column customization
  • Advanced filtering
  • Export capabilities
  • Inline editing

Keyboard Shortcuts

Navigation

  • Ctrl + K: Quick search
  • Ctrl + /: Toggle menu
  • Ctrl + M: Module switcher
  • Esc: Close dialogs

Data Operations

  • Ctrl + N: New record
  • Ctrl + S: Save
  • Ctrl + D: Delete
  • Ctrl + E: Edit mode

Mobile Navigation

Responsive Design

  • Touch-optimized interface
  • Swipe gestures support
  • Offline mode capability
  • Progressive web app features

Tips for Efficient Navigation

  1. Use Favorites: Pin frequently used pages
  2. Customize Dashboard: Arrange widgets for your workflow
  3. Learn Shortcuts: Speed up common tasks
  4. Use Search: Quickly find any function or data
  5. Set Preferences: Configure interface to your needs

Getting Help

  • Contextual Help: Click the ? icon on any page
  • User Guide: Access comprehensive documentation
  • Support Portal: Submit tickets and track issues
  • Community Forum: Connect with other users

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