What it does
Built-in documentation covering every module, accessible from inside the app without switching tabs or searching externally, with search and role-aware sections.
Print Ledgers
In-App User Guide
Built-in documentation your team can open without leaving the app.
Why it matters
In-context help gets used; a separate help site that requires leaving the app usually doesn't.
How to use it
- Open User Guide from the Help section of the nav.
- Search, or browse by module for guidance specific to what you're working on.
Main buttons and actions
- Search the guide
- Browse by module
Example workflow
- New team members use it during onboarding.
- Everyone else uses it as a quick reference when a workflow is unfamiliar.