> ## Documentation Index
> Fetch the complete documentation index at: https://help.agatabo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Understanding Navigation

> Master the Agatabo interface and navigation

## Overview

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

## Sidebar Navigation

### Main Sections

The sidebar is divided into feature areas:

| Section                | What's Inside                                                                  |
| ---------------------- | ------------------------------------------------------------------------------ |
| **Dashboard**          | Main dashboard page                                                            |
| **My Profile**         | Personal profile page                                                          |
| **Organization Users** | User management page                                                           |
| **Bank Accounts**      | Bank account management page                                                   |
| **Savings**            | Overview, Deposit History, Savings by User                                     |
| **Loans**              | Overview, New Loan, All Loans                                                  |
| **Expenses**           | Expense management page                                                        |
| **Fixed Assets**       | Asset management page                                                          |
| **Reserves**           | Reserve management page                                                        |
| **Dividends**          | Dividend management page                                                       |
| **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                              |
| **Settings**           | Organization settings page                                                     |

### 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:

| Shortcut    | Action                               |
| ----------- | ------------------------------------ |
| `Tab`       | Move to next field                   |
| `Shift+Tab` | Move to previous field               |
| `Enter`     | Submit form (when focused on button) |
| `Esc`       | Close dialog or modal                |

## Page Layouts

### 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)      │
│         │                               │
└─────────┴───────────────────────────────┘
```

### 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

<Note>
  **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
</Note>

## Common Workflows

### Daily Treasurer Workflow

<Steps>
  <Step title="Start at Dashboard">
    Click Dashboard in sidebar
  </Step>

  <Step title="Navigate to Savings → Deposit History">
    Click Savings, then Deposit History
  </Step>

  <Step title="Record deposits">
    Use action buttons to record transactions
  </Step>

  <Step title="Navigate to Loans">
    Click Loans in sidebar
  </Step>

  <Step title="Return to Dashboard">
    Click Dashboard in sidebar
  </Step>
</Steps>

### Monthly Accountant Workflow

<Steps>
  <Step title="Review journal entries">
    General Ledger → Journal Entries
  </Step>

  <Step title="Check ledger accounts">
    General Ledger → Ledger Accounts
  </Step>

  <Step title="Generate reports">
    Reports → Balance Sheet, Profit & Loss
  </Step>

  <Step title="Close period">
    Advanced → Period Closing
  </Step>
</Steps>

## Theme Customization

<Steps>
  <Step title="Click user menu">
    Click avatar in top-right corner
  </Step>

  <Step title="Toggle theme">
    Use theme toggle to switch between light/dark mode
  </Step>
</Steps>

## Need Help?

<CardGroup cols={2}>
  <Card title="Quick Start Guide" icon="rocket" href="/getting-started/overview">
    Essential features and workflows
  </Card>

  <Card title="Keyboard Shortcuts" icon="keyboard" href="/reference/keyboard-shortcuts">
    Full shortcut reference
  </Card>

  <Card title="Troubleshooting" icon="circle-info" href="/troubleshooting/common-errors">
    Solve common issues
  </Card>
</CardGroup>
