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Navigation & Shortcuts

Arbo's header and sidebar give you fast access to companies, products, personal settings, and quick-create actions.

Company & Workspace Switcher (left sidebar)​

The switcher at the top of the left sidebar lets you view your current company, switch between workspaces, navigate between Parent and Child entities, add a new company, and return to Firm or Platform level. Click your current company name to open it.

The panel is organized into five sections:

  1. Current company — company logo, name, your assigned role, and entity type (Parent or Child). This indicates the workspace you're operating in.
  2. Back to Firm — from inside a company, jumps to the Firm-level view: all managed companies, firm-level dashboards, and central multi-entity management.
  3. Switch Workspace — move between companies you have access to, with a search bar, scrollable list, entity labels, role visibility, and an arrow to enter the selected workspace. To switch: click your current company name, optionally search, then select a company — you'll be redirected to that workspace.
  4. Add New Company — create a new company within your firm. You'll be guided through name setup, entity selection (Parent/Child), industry, product activation, and subscription setup. Only users with appropriate permissions can add companies.
  5. Back to Platform — return to the platform-level view outside any firm or company, for switching firms, platform-wide settings, and account-level configuration.

Parent vs Child entities​

A Parent entity is the main or holding company; a Child entity is a subsidiary or related company under a Parent. This structure helps manage multi-entity organizations efficiently.

Permissions​

What you see depends on your assigned role, firm-level access, and entity-level permissions — you only see companies you've been granted access to. If a company is missing, contact your Firm Admin or verify your permissions.

User Menu (top-right avatar)​

Click your profile avatar (initials icon) in the top-right corner to access personal account controls:

  1. User information — your name, avatar, and online status.
  2. Profile — update your name, profile picture, contact details, and review assigned roles. Changes apply to your account across all companies you access.
  3. Theme — customize Arbo's visual appearance. Theme settings are user-specific.
  4. Settings — account preferences, security, password management, notification preferences, and regional/display settings. Some settings may require specific permissions.
  5. Notifications — recent system alerts, workflow updates, approval requests, and reminders.
  6. Referrals — invite other businesses to Arbo, share referral links, and access referral benefits.
  7. Help — opens Arbo's support resources (Help Centre, guides, tutorials, contact support), usually in a new tab.
  8. Logout — securely sign out. Use it when you're finished, on a shared device, or switching accounts.

The User Menu is specific to your login; settings apply only to you.

Product Navigation (Nine-Dot Grid)​

The nine-dot grid is Arbo's primary product navigation for switching between core products such as Accounting, FP&A, and Tax.

Each product appears in one of two states:

  • Active — you have access and can click to enter immediately.
  • No Active Subscription — the product card remains visible with a "No Active Subscription" message and a Schedule a Call option.

Scheduling a call: click Schedule a Call to open Arbo's calendar booking page, choose an available time, and confirm your details. You'll receive a calendar confirmation. This lets you discover additional products, speak with a product specialist, and explore pricing without leaving the platform.

Only products in your subscription can be accessed directly; admins can initiate subscription discussions.

Add Menu (header "+" icon)​

The "+" icon in the top header opens quick actions across Accounting, split into two sections:

Add (create actions)​

  • Transaction — record income, expenses, or manual entries.
  • Journal Entry — adjustments, accruals, corrections, and period-end entries.
  • Reconciliation — match bank transactions, verify ledger accuracy, close monthly books.
  • Customer — create billing relationships, manage receivables, generate invoices.
  • Invoice — bill clients, record revenue, track receivables.
  • Vendor — manage suppliers and track payables.
  • Bill — record expenses, track payables, manage payment schedules.

Shortcuts (quick navigation)​

  • Connect Accounts — bank connection setup for syncing transactions and automated feeds.
  • Reports — jump to financial statements, performance reports, and exports.

Options visible depend on your role, product access, and permissions. All records created through this menu are reflected in reports and dashboards.

Best practices

Always confirm the active company before creating transactions or reports. Use the Add Menu for quick data entry, log out on shared devices, and reconcile accounts regularly.