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Overview

Agatabo’s interface is organized into sections accessible through the left sidebar.

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Main Sections

The sidebar is divided into feature areas:
SectionWhat’s Inside
DashboardMain dashboard page
My ProfilePersonal profile page
Organization UsersUser management page
Bank AccountsBank account management page
SavingsOverview, Deposit History, Savings by User
LoansOverview, New Loan, All Loans
ExpensesExpense management page
Fixed AssetsAsset management page
ReservesReserve management page
DividendsDividend management page
ReportsBalance Sheet, Profit & Loss, Shares Report, Loans Outstanding, Export Builder
General LedgerManual Journal, Journal Entries, Ledger Accounts, Ledger Roles, Reconciliation
AdvancedRates, Period Closing, Access Control, Audit Logs
SettingsOrganization settings page

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Sections with Submenus

Some sections expand to show submenu items:
  • 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

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Top Bar

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Organization Selector

For non-admin users, an organization selector appears in the sidebar to switch between organizations if you have access to multiple.

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User Menu

Click your avatar in the top-right to access:
  • Theme toggle: Switch between light/dark mode
  • Logout: End session

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Finding Information

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Page Search Bars

List pages include search functionality to filter records.

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Keyboard Navigation

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Form and Dialog Shortcuts

Standard keyboard shortcuts:
ShortcutAction
TabMove to next field
Shift+TabMove to previous field
EnterSubmit form (when focused on button)
EscClose dialog or modal

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Page Layouts

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Main Layout

Pages use a standard layout: 
┌─────────────────────────────────────────┐
│                              [User Menu] │ ← Top Bar
├─────────┬───────────────────────────────┤
│         │ Page Title              [Btn] │
│ Sidebar │ Description                   │ ← Page Header
│         ├───────────────────────────────┤
│  Menu   │                               │
│  Items  │  Main Content Area            │ ← Content
│         │  (Tables, Forms, Charts)      │
│         │                               │
└─────────┴───────────────────────────────┘

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Dialogs and Modals

Action dialogs:
  • Semi-transparent backdrop
  • Tab cycles through fields
  • Esc or click outside to cancel
  • Form validation shows inline errors

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System Requirements

Agatabo is a web application designed for desktop browsers. Mobile and tablet views are not supported.
Best practices:
  • Use the sidebar menu to navigate between sections
  • Bookmark frequently used pages in your browser
  • Use page search bars to find specific records

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Common Workflows

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Daily Treasurer Workflow

1

Start at Dashboard

Click Dashboard in sidebar
2

Navigate to Savings → Deposit History

Click Savings, then Deposit History
3

Record deposits

Use action buttons to record transactions
4

Navigate to Loans

Click Loans in sidebar
5

Return to Dashboard

Click Dashboard in sidebar

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Monthly Accountant Workflow

1

Review journal entries

General Ledger → Journal Entries
2

Check ledger accounts

General Ledger → Ledger Accounts
3

Generate reports

Reports → Balance Sheet, Profit & Loss
4

Close period

Advanced → Period Closing

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Theme Customization

1

Click user menu

Click avatar in top-right corner
2

Toggle theme

Use theme toggle to switch between light/dark mode

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Need Help?

Quick Start Guide

Essential features and workflows

Keyboard Shortcuts

Full shortcut reference

Troubleshooting

Solve common issues