Where to find it: Home
Your daily landing page — what's assigned to you, what's due and what needs attention across the practice.
Home is the first screen you see when you sign in. It pulls together your day so you can start working without hunting through menus.
Where to find it
Sidebar → Overview → Home. It's the top item and where the Finye logo links back to.
What you'll see here
- Your work — jobs and tickets assigned to you, with the most urgent first.
- What's due — upcoming lodgements, due dates and reminders.
- Recent activity — replies, mentions and status changes since you were last in.
From Home you can click straight into any job, or use + Create in the top bar to start a new client, job or ticket.