Agatabo’s interface follows a consistent, two-panel layout: a fixed left sidebar that holds the main navigation menu, and a content area on the right where each feature’s pages and forms appear. Once you know where the key controls live, you can move through any part of the platform without hesitation. This guide walks you through every element of the interface.
Agatabo is designed for desktop browsers only. Mobile phones and tablets are not supported. For the best experience, use an up-to-date version of Chrome, Edge, Firefox, or Safari on a laptop or desktop computer.
| Section | What You Will Find Inside |
|---|
| Dashboard | Real-time financial metrics and quick-action shortcuts |
| My Profile | Your personal details, contact information, and password settings |
| Organization Users | Invite members and staff, manage roles, view member profiles |
| Bank Accounts | Add bank accounts, log transactions, and reconcile balances |
| Savings | Deposit overview, deposit history, and per-member savings balances |
| Loans | Loan overview, create a new loan, and the full loan list |
| Expenses | Record and categorize operational expenses |
| Fixed Assets | Track physical assets and manage depreciation schedules |
| Reserves | Allocate reserve funds and process withdrawals |
| Dividends | Create dividend pools and distribute earnings to members |
| Reports | Balance sheet, profit & loss, shares report, loans outstanding, and export builder |
| General Ledger | Manual journals, journal entry log, ledger accounts, ledger roles, and reconciliation |
| Advanced | Interest rates, period closing, access control, and audit logs |
| Settings | Organization-wide configuration (currency, timezone, accounting periods) |
Sections with Sub-pages
The following sidebar items expand to show additional pages when you click them:
- Savings → Overview · Deposit History · Savings by User
- Loans → Overview · New Loan · All Loans
- Reports → Balance Sheet · Profit & Loss · Shares Report · Loans Outstanding · Export Builder
- General Ledger → Manual Journal · Journal Entries · Ledger Accounts · Ledger Roles · Reconciliation
- Advanced → Rates · Period Closing · Access Control · Audit Logs
Bookmark the pages you visit most often directly in your browser. This saves you navigating through the sidebar every time for your most frequent tasks.
The Top Bar
The top bar runs along the top of the content area and contains two important controls.
Organization Selector
If you are a member of more than one Agatabo organization (for example, if you belong to multiple savings groups), an organization selector appears in the sidebar or top bar. Click it to switch between organizations. All data — members, deposits, loans, and reports — is scoped to the organization you currently have selected.
Click your avatar or initials in the top-right corner to open the user menu. From here you can:
- Switch theme — toggle between light mode and dark mode to suit your preference or environment
- Log out — end your current session securely
To update your profile information or change your password, go to My Profile in the sidebar rather than the user menu.
Page Layout
Every page in Agatabo follows the same structure so you always know where to look:
┌────────────────────────────────────────────────────┐
│ [Org Selector] [User Avatar] │ ← Top Bar
├──────────────┬─────────────────────────────────────┤
│ │ Page Title [Action] │
│ Sidebar │ Short page description │ ← Page Header
│ ├─────────────────────────────────────┤
│ Menu │ │
│ Items │ Main Content │ ← Content Area
│ │ (tables, forms, charts) │
│ │ │
└──────────────┴─────────────────────────────────────┘
- A semi-transparent backdrop dims the rest of the screen so you can focus on the form
- Inline validation highlights fields that need attention before you can save
- You can close a dialog at any time without saving by pressing Esc or clicking outside the panel
Keyboard Shortcuts
You can navigate forms and dialogs without leaving your keyboard. The following shortcuts work throughout Agatabo:
| Shortcut | Action |
|---|
Tab | Move focus to the next field |
Shift + Tab | Move focus to the previous field |
Enter | Submit the form (when a button is focused) |
Esc | Close the current dialog or modal without saving |
Finding What You Need
If you are looking for a specific record (a particular member, loan, or transaction), use the search bar at the top of any list page. Type a name, reference number, or date to filter the list in real time. Agatabo does not have a global search across all sections, so navigate to the relevant section first and then search within it.
Not sure which section to go to? Refer to the sidebar table above or use the Quick Start Guide to find the right area for common tasks. 