The side menu opens the sections; the top bar gathers the quick tools. On your phone the commands are the same, in a more compact space.
The side menu
| Group | Sections |
|---|---|
| Always at the top | Dashboard, Timer, Analysis |
| Management | Subscriptions, Client projects, Clients, Internal projects |
| Accounting | Documents, Expenses, Price list, Suppliers, Accounting records |
| Settings | Customizations, Email and alerts, Plan management, General |
You see the entries of the enabled modules that your role can open. The button at the top left collapses or reopens the menu.
The top bar
| Command | What it does |
|---|---|
| New | Creates the main records from any page. |
| Global search | Searches the active company and opens the result. |
| Company | Changes the company you work on. |
| Year | Changes the year on pages that follow the global period. |
| Ally | The star icon, to the left of the bell: opens the assistant. |
| Bell | Shows internal notifications. |
| ? | Beside the title of many pages: opens the Guide for that page. |
| User menu | Opens My profile, theme, Guide, installation and sign-out. |
On your phone
The button at the top opens the side menu. The green + button opens the New menu; the magnifying glass opens global search. Tables with many columns scroll horizontally.
For example, to record an expense open + and choose Expense, or go to New expense.
Light or dark theme
Open the user menu and choose the theme. System follows the device theme.
Installing the app
Open the user menu and choose Install the app: Reneva appears among the apps on your computer or phone and uses the same account.
If the browser does not show the install window, do it from the browser:
- Chrome or Edge: the install icon in the address bar, or the ⋮ menu › Install app.
- Safari on iPhone or iPad: the Share button › Add to Home Screen.
- Safari on Mac: File menu › Add to Dock.
- Firefox: it does not install apps; use Chrome, Edge or Safari.