Find your way around

Client workspace with Working on, Transactions rail, and Client Dashboard

EventLedger has two layouts.

Portfolio (firm)

Business Managers, Account Managers, and Bookkeepers each have a dashboard and Portfolio Quick Tasks (To Enter, To Review, and so on). That is work across every client you can access.

BM also has firm items: Month-End Closing, Clients & Groups, Firm Setup, API Status Health, Services Access.

Client workspace

Once you open a client, the rail shows Working on plus that client’s books:

Transactions

Debits & Credits
Reconcile (Auto)
All Invoices
Enter Invoice
Upload Invoice
Recurring
Credit Cards
Deposits
Payments

Then Reporting, Vendors, Divisions, and Accounting (journals, GL accounts, 1099, manage banks).

Switch without losing your place

Switch client — pick a different artist
Dashboard — return to BM / AM / BK dashboard
Settings (top bar) — account, users, billing (no left nav)

Star items in the rail to pin up to five favorites in the top bar.