Feature map

Every section, the dashboard it hangs off, and every function we have built inside it — with the walkthroughs that exist for each. Built by reading the screens, not from memory: functions are the real row menus, action cards, drawers and panels in the markup.

The gap this makes visible: walkthroughs were written to answer questions people asked, so the set of them is a residue of which how-to questions got written — never a map of what we built. Every pill below is clickable and runs that walkthrough on the real screen.

Generated by tools/build-feature-map.js. Re-run it after adding a walkthrough.

What I need from you — about ten minutes

Ignore every "No walkthrough" pill. That is my list, not a question for you. Nothing to write, nothing to decide.
Pick ONE section you know well — Invoices or Payroll — and read the grey function chips. Tell me three things: which are real functions, which are noise, and what is missing. That is the list we build the walkthroughs from.
Click three or four walkthrough pills and let them run to the end. Whatever makes you say "these are not working" will show itself faster than either of us describing it. Just tell me what you saw.

Rows marked Part of a screen are drawers and panels, not pages — opening the file on its own tells you nothing, so those links open the screen they live inside. Rows that are about one record open with a real record in them.

85 walkthroughs

48 screens with at least one

33 feature screens with none

81 feature screens in total

Home

Dashboard: dashboard.html · 1 of 3 screens have a walkthrough

ask.htmlThe Ask box lives on Home — this is its own screen.No walkthrough

dashboard.html2 walkthroughs

Ask a question about your business1 steps See what needs you1 steps

inbox.htmlThe Inbox icon beside Suppliers on Bank.No walkthrough

Bank

Dashboard: bank-transactions.html · 1 of 3 screens have a walkthrough

bank-account-edit.htmlThe edit panel inside the same drawer.Part of a screen

Functions on this screen (1) — read from the markup:

AIB

bank-account-view.htmlOpened from the account list in bank settings.Part of a screen

Functions on this screen (1) — read from the markup:

Account

bank-settings.htmlNo walkthrough

Functions on this screen (1) — read from the markup:

Bank settings

bank-transactions.html11 walkthroughs

Connect your bank1 steps Reconnect a bank that has dropped off1 steps Attach a receipt2 steps Categorise a transaction1 steps Set VAT on a transaction1 steps Find a transaction2 steps Tag something to a job1 steps See your transactions as a spreadsheet1 steps Change a lot of transactions at once1 steps Rename a bank account1 steps Record something you paid for yourself1 steps

Functions on this screen (5) — read from the markup:

Personal expensePersonal subsistencePersonal mileageBank accountsFilter

receipts-inbox.htmlThe receipts drawer, opened by the paperclip on a transaction.Part of a screen

Match receipts you have sent in1 steps

tag-pl.htmlA tag chip on a bank transaction opens this. Needs ?tag= to mean anything.No walkthrough

Invoices

Dashboard: invoice-home-settings.html · 7 of 12 screens have a walkthrough

invoice-clients.html1 walkthrough

Manage your clients1 steps

Functions on this screen (1) — read from the markup:

Filter

invoice-company.html1 walkthrough

Send a client a statement1 steps

Functions on this screen (8) — read from the markup:

ClientEstimateInvoiceRecurringDepositClient homeSettingsFilter

invoice-create.html11 walkthroughs

Create an invoice5 steps Add a client2 steps Add a line to an invoice2 steps Set VAT on an invoice2 steps Send an estimate2 steps Set up a recurring invoice2 steps Change the invoice defaults1 steps Change an invoice due date1 steps Invoice in another currency1 steps See how an invoice looks on a phone1 steps Change an invoicechooser

Functions on this screen (31) — read from the markup:

Every 1 weekEvery 2 weeksEvery monthEvery 3 monthsEvery year23% standard13.5% reduced9% second reduced0% zeroExemptAIB Current ····1123Revolut Current ····1123Euro (EUR)British Pound (GBP)US Dollar (USD)Australian Dollar (AUD)Canadian Dollar (CAD)Swiss Franc (CHF)Chinese Yuan (CNY)Danish Krone (DKK)Hong Kong Dollar (HKD)Indian Rupee (INR)Japanese Yen (JPY)New Zealand Dollar (NZD)Norwegian Krone (NOK)Polish Złoty (PLN)Singapore Dollar (SGD)South African Rand (ZAR)Swedish Krona (SEK)UAE Dirham (AED)Add estimate details

invoice-credit-note-detail.htmlA cancellation, discount or refund row on the invoice dashboard.No walkthrough

invoice-credit-note-email.htmlNo walkthrough

Functions on this screen (1) — read from the markup:

Discount

invoice-credit-note.htmlNo walkthrough

Functions on this screen (6) — read from the markup:

AIB ....1234BOI ....5678StandardModernClassicAdd deposit

invoice-deposit-detail.htmlA deposit row on the invoice dashboard.No walkthrough

invoice-deposit.html1 walkthrough

Take a deposit1 steps

Functions on this screen (10) — read from the markup:

AIB ....1234BOI ....5678VAT @ 0%VAT @ 9%VAT @ 13.5%VAT @ 23%StandardModernClassicAdd deposit

invoice-detail.htmlA row on the invoice dashboard. Needs ?id=.4 walkthroughs

See an invoice the way your client sees it1 steps Email an invoice to a client1 steps Record a part payment1 steps Cancel, discount or refund an invoice1 steps

invoice-home-settings.html3 walkthroughs

Chase an unpaid invoice2 steps Mark an invoice as paid1 steps What the invoice statuses mean1 steps

Functions on this screen (8) — read from the markup:

ClientReset demo dataEstimateInvoiceRecurringDepositSettingsFilter

invoice-suppliers.html1 walkthrough

Add a supplier1 steps

pay.htmlNo walkthrough

Tax

Dashboard: tax-dashboard.html · 4 of 13 screens have a walkthrough

tax-checklist.htmlNo walkthrough

tax-dashboard.html4 walkthroughs

File your VAT return2 steps See your tax deadlines2 steps Match a tax payment1 steps Put money by for tax1 steps

Functions on this screen (1) — read from the markup:

Filter

tax-settings.html1 walkthrough

Change how often you do VAT1 steps

Functions on this screen (7) — read from the markup:

MonthlyBi-monthlyQuarterlyHalf-yearlyAnnuallyVAT payment scheduleExport tax period data

vat-complete.htmlNo walkthrough

vat-filed.htmlNo walkthrough

vat-getting-started.htmlNo walkthrough

vat-how-to-upload.html1 walkthrough

Upload your VAT return to ROS1 steps

vat-return-detail.htmlA return row on the tax dashboard. Needs ?id=.No walkthrough

Functions on this screen (6) — read from the markup:

2 months4 months6 monthsMatch the paymentDownload this returnVAT frequency

vat-review-next.htmlNo walkthrough

vat-review.html1 walkthrough

Check your VAT return before filing1 steps

vat-ros-upload.htmlNo walkthrough

vat-upload-next.htmlNo walkthrough

vat-welcome.htmlNo walkthrough

Payroll

Dashboard: wages-payslips.html · 9 of 20 screens have a walkthrough

payroll-add-employee.htmlNo walkthrough

payroll-additions-deductions.html1 walkthrough

Add a bonus or a deduction1 steps

Functions on this screen (2) — read from the markup:

Add deductionsAdd additions

payroll-connect-ros.html1 walkthrough

Connect to ROS1 steps

payroll-employee-detail.htmlAn employee row on the employees screen. Needs ?emp=.No walkthrough

Functions on this screen (1) — read from the markup:

Payslip

payroll-employee-payslips.htmlWhat the EMPLOYEE sees — opens in its own window from a payslip.No walkthrough

payroll-employees-added.htmlNo walkthrough

payroll-expenses-statement.htmlThe Expenses statement action on an employee page.1 walkthrough

See what an employee is owed1 steps

payroll-imported-employees.htmlNo walkthrough

payroll-onboarding-complete.htmlNo walkthrough

payroll-onboarding.htmlNo walkthrough

payroll-pay-employees.htmlNo walkthrough

Functions on this screen (1) — read from the markup:

Add payroll details

payroll-payslip-detail.htmlA payslip row in the archive.No walkthrough

payroll-return.htmlThe payroll return row on the tax dashboard. Needs ?id=.1 walkthrough

File your payroll return1 steps

Functions on this screen (2) — read from the markup:

Matched paymentDownload this return

payroll-run-video.htmlNo walkthrough

payroll-transfer.html1 walkthrough

See what you owe your staff and Revenue1 steps

payroll-welcome.htmlNo walkthrough

wages-employees.html3 walkthroughs

Add an employee1 steps See everything about one employee1 steps Take someone off the payroll1 steps

Functions on this screen (6) — read from the markup:

Run payrollAdd employeePayslipsPayrollSettingsFilter

wages-gross-to-net.html1 walkthrough

See the gross to net report1 steps

wages-payslips.html3 walkthroughs

Run payroll1 steps Claim mileage or expenses1 steps See or send a payslip1 steps

Functions on this screen (6) — read from the markup:

Set up payrollAdd employeeAdd wageEmployeesSettingsFilter

wages-settings.html1 walkthrough

Change your payroll settings1 steps

Functions on this screen (5) — read from the markup:

Add employeeAdd wagePayslipsEmployeesPayroll

Reports

Dashboard: reports.html · 13 of 13 screens have a walkthrough

report-account-transactions.htmlDrilled into from a ledger account.1 walkthrough

See everything in one account1 steps

Functions on this screen (5) — read from the markup:

AdvertisingBank FeesConsulting & AccountingGeneral ExpensesSoftware - SaaS

report-aged-payables.html1 walkthrough

See who you owe1 steps

report-aged-receivables.html1 walkthrough

See who owes you and how long1 steps

report-balance-sheet.html1 walkthrough

See your balance sheet1 steps

Functions on this screen (4) — read from the markup:

NoneLast MonthPrevious QuarterLast Year

report-chart-of-accounts.html1 walkthrough

See or add an account1 steps

report-fixed-assets.html1 walkthrough

Add a fixed asset1 steps

report-general-ledger.html1 walkthrough

See the general ledger1 steps

report-manual-journals.html1 walkthrough

Make a manual journal entry1 steps

report-payroll.html1 walkthrough

See the payroll reports1 steps

Functions on this screen (6) — read from the markup:

Gross to Net DetailGross to Net SummaryPayroll JournalAllPeter ConnorYash nayankumar Sinoujia

report-profit-loss.html1 walkthrough

See if you are making money1 steps

report-trial-balance.html1 walkthrough

See the trial balance1 steps

reports-tags.html1 walkthrough

See the profit on one job1 steps

reports.html1 walkthrough

Find a report1 steps

Settings

Dashboard: menu-settings.html · 13 of 15 screens have a walkthrough

menu-settings.htmlNo walkthrough

settings-accountant.html1 walkthrough

Work with your accountant1 steps

settings-billing.html1 walkthrough

Change your card or plan1 steps

settings-company.html2 walkthroughs

Change your business details1 steps Add your VAT number1 steps

settings-data-export.html1 walkthrough

Export your data1 steps

settings-email.html1 walkthrough

Change the emails we send1 steps

settings-integrations.html1 walkthrough

Connect another app1 steps

settings-invoice-line-items.html1 walkthrough

Save a line item you use a lot1 steps

Functions on this screen (12) — read from the markup:

EachHourDayWeekMonthProjectItem23% standard13.5% reduced9% second reduced0% zeroExempt

settings-invoice-payments.html1 walkthrough

Let clients pay online1 steps

settings-invoice-template-edit.htmlOpened by Edit on a branding template.No walkthrough

Functions on this screen (9) — read from the markup:

AIB Current ····1123Revolut Current ····1123Euro (EUR)British Pound (GBP)US Dollar (USD)Australian Dollar (AUD)Canadian Dollar (CAD)Swiss Franc (CHF)Edit template

settings-invoice-templates.html2 walkthroughs

Put your logo on your invoices1 steps Make another invoice template1 steps

settings-my-account.html1 walkthrough

Change your password or email1 steps

settings-receipts.html1 walkthrough

Change how receipts come in1 steps

Functions on this screen (1) — read from the markup:

Add receipt

settings-tags.html1 walkthrough

Manage your tags1 steps

settings-user-create.htmlOpened by "Add user" on the users screen.Part of a screen

settings-users.html2 walkthroughs

Give your accountant access1 steps Add someone to your account1 steps

Not in a section

0 of 2 screens have a walkthrough

personal-bank.htmlNo walkthrough

Functions on this screen (2) — read from the markup:

Bank accountsFilter

personal-inbox.htmlNo walkthrough