Finding Your Way Around
For: Anyone opening Books for the first time
Chrome of the app — menu, header, Settings. What each module does is on its own Help Center page.
Left menu
Bottom of the sidebar: your name and a Support icon (same tickets as the header headphones). Support is not a menu category.
| Category | Screens |
|---|---|
| Home | Dashboard (five tabs) |
| Banking | Banks, Bank Transfer Logs |
| All Master | Item, Quality, Division, Branch, Warehouse, Process, Recipe, Price List, Item Group, ManPower, Sales Order Tag |
| Production | Add Production, Submit Production |
| Sales | Customer, Quotes, Customer Orders, Sales Orders, Delivery Challans, Invoices, Payments Received, Recurring Invoices, Credit Notes |
| Purchase | Vendors, Expenses, Recurring Expenses, Purchase Orders, GRPO, Bills, Payments Made, Recurring Bills, Debit Notes |
| Accountant | Chart of Accounts, Account Ledger, Manual Journals, Account Payment Received, Account Payment Made |
| Inventory | View Inventory, Inventory Transfer, Inventory Adjustment |
| Reports | Opens Reports Overview |
| Analytics | Opens Analytics Dashboard (28 named analytics) |
Header
Sync data
Reloads the page
Full screen
Focus mode
Recent Updates
Product notes
Search · ⌘K
Quick Navigation — jump to a page you can open, not a customer or invoice lookup
Notifications
In-app / push bell
Help & Support
Support tickets
Settings
Gear — not on the left menu
Avatar
Name, email, role, My account (accounts.abss.ai), Sign out
Note: Title of the shortcut modal is Quick Navigation. Placeholder: Search pages, e.g. quotation, sales order, vendors... Empty: No pages match your search. Company switcher sits left of the avatar if you belong to more than one company.
Settings
Header gear → All settings. Groups on screen:
My account
My profile
Organization
Profile, Currencies, WhatsApp config, GST portal credentials, Manage subscription
Users and roles
Users, Roles
Sales
Quotation config, Sales target (Incentive schemes if on plan)
Inventory
Inventory config
Preferences and advanced
Additional charges, Discounts, Credit limits, Organization defaults, Notifications
Home tabs
Default is General Dashboard. Full cards, filters, and rules are on the Dashboard page — not repeated here.