Home

Home groups the selected account's available destinations. The account selector in the app shell determines which account you are looking at; Tools is a separate group.

Three primary tasks

1. Select an account. Use the shell's account selector and confirm the account name on Home. Only accounts you can access appear.
2. Open an input or model. Choose the account's People, Projects, Expenses or Model Calculator card when present. The stored card determines which grid or calculator opens.
3. Open a report. Choose its report card. Until an administrator cuts the account over, it opens the stored Google Sheet. See how reports open.

Cards and controls

Each card has a title and may have a description and links to a video or guide. These are account-provided help links. A card that opens externally opens a new tab. A payroll update line appears only when a refresh date is available; Update payroll opens that account's payroll destination. Missing cards are not a prompt to guess a report URL.

Account editing, deletion, Account settings, Account migration and other administration tools appear only to administrators. Members do not need them to open their stored reports. Home is not a new report promotion control.

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