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

# Find your way around

> Use the Dashboard, getting-started checklist, sidebar, firm switcher, account menu and Help & support.

Sign in and select the firm you intend to work in before looking for a client or invoice. The sidebar groups available destinations under **Work** and **Manage**; it is not an application form. Pages shown depend on your role and its capabilities in the active firm. A client-portal seat sees **Your invoices** and **Settings**, not the staff review or signed-in support pages.

![Open account menu showing the firm switcher and Settings and Help center links](https://help.pragmachartered.com/images/start/account-menu.png)

## Choose the right destination

| Destination | Use it for |
| - | - |
| **Dashboard** | See how much of your clients' work Pragma and its agent did in a month, and what is left for a person, if your role permits it. See [The Dashboard and your getting-started checklist](#the-dashboard-and-your-getting-started-checklist) below. |
| **Invoice intake** and **Review queue** | Upload a client's bill, then inspect extraction, correct a draft and approve it where permitted. [Upload invoices](https://help.pragmachartered.com/invoices/upload.md) and [Review and approve](https://help.pragmachartered.com/invoices/review-and-approve.md) explain the separate tasks. |
| **Clients** | Find a client record and its related work, subject to your firm's access rules. |
| **Compliance calendar**, **GST health**, **GST notices**, **Document requests** | Open the corresponding staff workflows when your role offers them; absence from your sidebar is not a reason to guess another firm's access. |
| **Agent** and **Assistant** | Check and confirm what the agent prepared, or ask read-only questions about your clients' records. See [Check and confirm the agent's work](https://help.pragmachartered.com/automation/agent.md) and [Ask the assistant](https://help.pragmachartered.com/automation/assistant.md). |
| **Settings** | View your profile and, when permitted, firm settings. The account menu also links directly here. See [Manage your profile, password and two-factor sign-in](https://help.pragmachartered.com/getting-started/profile-and-security.md). |
| **Help & support** | Firm staff, including a **Connector admin**, can open a case and read their own case reply. A **Client portal** seat should ask their practice instead. |

**1. Check your active firm**

Open the account control at the bottom of the sidebar. It shows your identity and active firm's name and role. Under **Switch firm**, select the firm whose records you need if your account has more than one. Switching changes the firm context of your work; always check again before uploading or opening a case.

**2. Open a page from the sidebar**

Select a destination under **Work** or **Manage**. If a destination is absent, it may not be available to your role in this firm. **Clients** and **Review queue** lead to lists; choose a record there to see its detail page.

**3. Search inside Pragma**

In the staff workspace, use the search trigger or press **⌘K** on Mac / **Ctrl+K** on Windows. Type a page name to see matching available sidebar destinations immediately. For client and invoice records, type at least **two characters** and allow results to load. The results are grouped into **Pages**, **Clients** and **Invoices**; select a result to open it. Use arrow keys to move, **Enter** to open and **Esc** to close. The palette is for staff, not a client-portal seat.

**4. Find guidance or contact help**

Select **Help center** in the account menu to open these guides in a new tab, or search this help site for an article by task. The help site's search finds articles; Pragma's search finds pages and firm records. If you are firm staff and need assistance, open **Help & support** under **Manage** and follow [Submit a support case](https://help.pragmachartered.com/support/submit-a-case.md). If you cannot sign in, use the signed-out public form instead.

## The Dashboard and your getting-started checklist

![Dashboard showing the Month filter and the Getting started checklist band](https://help.pragmachartered.com/images/start/getting-started.png)

The **Dashboard** is the home page for an **Owner**, **Manager** or **Preparer**. A **Connector admin** starts on **Clients**, and a **Client portal** seat on **Your invoices** ([Getting started with your portal](https://help.pragmachartered.com/portal/getting-started.md)). The header names your active firm and offers **Guide** and **Upload invoices**. An Owner's numbers cover every client; a Manager's or Preparer's cover only the clients assigned to them.

Use **Month** to choose one of the last 12 months; the current month is marked **(this month)** and counts month to date. Months follow India time. Numbers labelled **now**, open document requests and the connector warning show the present state whatever month you choose. If a section counted as many records as one view may, it says so, and its numbers are lower bounds.

| Section | Tiles | Below the tiles |
| - | - | - |
| **What the product did** | **Approved by the agent** (opens **Agent** on **Done by agent**), **Approved as drafted**, **Intake to approval** (median) and **Escalated to a person** (opens **Agent**). See [Check and confirm the agent's work](https://help.pragmachartered.com/automation/agent.md). | **Who approved vouchers for Tally** (the agent, a person or the system) and **Why the agent escalated** (by the check that failed). "As drafted" counts approvals of machine-prepared vouchers that no one revised first. |
| **Work that came through** | **Invoices received** (opens the **Review queue**), **Bank lines read**, **Ledger suggestions kept** and **Ledger suggestions shown**. | **Documents in, last six months**, and a **By client** table with **Client**, **Invoices**, **Bank lines** and **Ledger picks kept**; use **Find a client** to filter it. |
| **Is the practice keeping up** | **Filed on time** and **Filings at risk now** (both open the **Compliance calendar**), **Open document requests** (opens **Document requests**) and **Client response time**. | **Filings due this month** by outcome, and **Review queue by age, now** with **Open the queue**. A warning appears if a Tally connector has not called in for over a day, with **Check connectors**. |
| **What the AI used** (Owner only) | **Assistant tokens** (opens **Assistant use** in Settings), **Assistant questions**, **Agent tokens** and **Total tokens**. | **Assistant tokens, last six months**. |

### Work through the getting-started checklist

A **Getting started** band shows how many steps you have done (for example **3 of 9**) and the next one, with a button for it. You see only the steps your role can do; each step ticks itself when Pragma sees the work done, not when you click it.

**1. Do the next step**

Read **Next:** on the band and select its button, for example **Open firm profile**. When everything is done, the band says **You're set up. Everything on this list is done.**

**2. See every step**

Select **All steps**, or **Guide** in the Dashboard header. The panel explains how Pragma moves a bill from intake to Tally and lists each step with a tick when done and a button when not.

**3. Hide or bring back the checklist**

Select **Hide** on the band or **Hide checklist** in the panel. Hiding applies to you in this firm only. To bring it back, open **Guide** and select **Show on my home page again**.

| Step | Who sees it | Done when | Button |
| - | - | - | - |
| **Complete your firm profile** | Owner | Address, city, state and postal code are filled in. | **Open firm profile**; see [Keep your firm profile up to date](https://help.pragmachartered.com/firm/profile.md) |
| **Link the firm's WhatsApp number** | Owner | The firm's WhatsApp number is connected. | **Link WhatsApp**; see [WhatsApp intake](https://help.pragmachartered.com/invoices/whatsapp-intake.md) |
| **Add your first client** | Owner, Manager | An active client exists. | **Add client**; see [Manage clients](https://help.pragmachartered.com/clients/manage-clients.md) |
| **Register the number a client sends bills from** | Owner, Manager | A WhatsApp sender is bound to one of your clients. | **Open Intake tab** |
| **Upload your first invoice** | Owner, Manager, Preparer | An invoice has been uploaded for one of your clients. | **Upload invoices**; see [Upload invoices](https://help.pragmachartered.com/invoices/upload.md) |
| **Review and approve a draft** | Owner, Manager | A draft for one of your clients has been approved or rejected. | **Open review queue**; see [Review and approve](https://help.pragmachartered.com/invoices/review-and-approve.md) |
| **Connect Tally** | Owner, Manager | A Tally connector is enrolled for one of your clients. | **Open Connector tab**; see [Hand off to Tally](https://help.pragmachartered.com/invoices/tally-handoff.md) |
| **Invite your team** | Owner | A staff invitation exists or another staff member has joined. | **Invite members**; see [Invite members and understand roles](https://help.pragmachartered.com/firm/members-and-roles.md) |
| **Give a client portal access** | Owner | A portal invitation exists or a portal seat is active. | **Open client portal**; see [Give a client portal access](https://help.pragmachartered.com/firm/client-portal-seats.md) |

An Owner's steps count every client; a Manager's or Preparer's count only the clients assigned to them.

> [card] Still stuck?
>
> [Open a case](https://app.pragmachartered.com/support) from **Help & support** in Pragma, or [book a walkthrough](https://help.pragmachartered.com/support/book-a-walkthrough.md) and the team will show you around on a call. Can't sign in? [Contact support](https://app.pragmachartered.com/contact-support).


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