Navigating Acrual is simple, with most sections accessible in just a few clicks. The left-hand sidebar is the primary navigation, providing quick access to all key areas of Acrual.
Each menu item in Acrual leads to a specific section:
- Dashboard – Returns you to the dashboard, which is the main overview page displayed when you log in to Acrual.
- Clients – Stores all client-related information.
- Quotes – Lists all quotes and their details, with access generate and email the quote documents.
- Estimate – Enables you to perform the estimating of a quote.
- Jobs – Provides an overview of current and past jobs.
- Purchasing – Allows you to create purchase orders for jobs and track existing orders.
- Suppliers – Lists all suppliers and their details.
- Timesheets – Facilitates timesheet management for employees.
- Invoicing – Lets you create and manage invoices and progress claims for jobs.
- Reports – Provides various reports, such as estimate vs. actual, quote lists, job lists, and quotes by employee.
- Settings – Enables you to configure business settings, including company details, default text for quotes and invoices, and other customization options.
The three drop down menus in the top right show your Active Quote, Active Job and your User Profile. A user profile was created for you when you created your Acrual account.
Acrual uses the concept of an Active Quote and Job. This means that when you go to sections such as Estimating, Purchasing, Invoicing and Reporting, Acrual will automatically know which quote or job you are working with at the moment. The Active Quote or Job can be changed by clicking the two drop down menus in the top right corner and selecting another quote or job.
Next up, read Adding a Client
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