Navigating the App

Learn the main layout and navigation elements in FinGryd.

Sidebar

The Sidebar is on the left side of the screen. It lists all modules — Clients, Projects, Invoices, Expenses, Reports, and more. Click any module to expand its sub-pages.

Search Bar

The Search bar is at the top of every page. Use it to quickly find clients, projects, invoices, or any record by name or reference number.

Help Button

Each page has a ? help button that opens contextual help for that specific page.

Profile Menu

Click your Profile avatar in the top-right corner to access Account settings, Preferences, and Sign out.

Notifications

Click the Bell icon next to your profile to view recent notifications — task assignments, document uploads, invoice updates, and system alerts.