Overview
Agatabo’s interface is organized into sections accessible through the left sidebar.Sidebar Navigation
Main Sections
The sidebar is divided into feature areas: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
Top Bar
Organization Selector
For non-admin users, an organization selector appears in the sidebar to switch between organizations if you have access to multiple.User Menu
Click your avatar in the top-right to access:- Theme toggle: Switch between light/dark mode
- Logout: End session
Finding Information
Page Search Bars
List pages include search functionality to filter records.Keyboard Navigation
Form and Dialog Shortcuts
Standard keyboard shortcuts:Page Layouts
Main Layout
Pages use a standard layout:Dialogs and Modals
Action dialogs:- Semi-transparent backdrop
- Tab cycles through fields
- Esc or click outside to cancel
- Form validation shows inline errors
System Requirements
Agatabo is a web application designed for desktop browsers. Mobile and tablet views are not supported.Navigation Tips
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
Common Workflows
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
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
Theme Customization
1
Click user menu
Click avatar in top-right corner
2
Toggle theme
Use theme toggle to switch between light/dark mode
Need Help?
Quick Start Guide
Essential features and workflows
Keyboard Shortcuts
Full shortcut reference
Troubleshooting
Solve common issues