Skip to Content

Dashboard and shell

Header, sidebar, org switcher, notifications, ping, and logout — chrome on every signed-in page.

After sign-in, every company page sits under the same shell: a fixed header, a sidebar of menus you are allowed to open, and the page in the middle.

Who can open it: any signed-in company user. The sidebar only lists pages granted to your role.

ControlWhat it does
BrandCompany logo when set, otherwise the Hisaab Sathi mark. Not a button.
FullscreenWeb only. The installed desktop app hides it.
BellIn-app inbox. Live updates while you are online.
PingLatest network latency (Latency: {ms}) or a quality label.
Company switcherShown when your login has two or more companies. Pick one; the app switches and reloads. Offline, you see the cached list but cannot switch.

Notifications

Open the bell to scroll your inbox. Mark one read, dismiss one, or mark all. Warning / danger / success toasts also appear when a live message arrives.

Find a page

Roots match the product: Home, Orders, Billing, Customers, Delivery, DRS, Shipment & Request, Rates, Company, Branches, Tools, Settings.

Search the tree

Use sidebar search to filter labels. Parents stay open for the active page.

Sign out

The footer shows your avatar, name, and email. Use logout there. Confirm, then you return to sign-in.

Quick actions in the header jump to CSV upload, Track, Generate DRS, or Credit bill when those menus are granted.

Sync overlay

Large imports (bulk orders, pincode CSV) show a local-to-cloud overlay on that page only. The header and sidebar stay visible. Leaving the page hides the overlay. A full-screen overlay is reserved for global jobs.

If something goes wrong

  • Missing menu: your role does not include it.
  • Buttons like Add / Edit / Delete missing: you can view the page but not write.
  • Branch login: the header brand still shows the parent company. Wallet and some menus differ — see Wallet and Branches.