All features · Insight
Overview
One screen for what needs attention across every module.
What it does
- Key figures with six-month trends
- Work waiting for you: approvals, vouchers, requisitions
- Live refresh when any module changes
- Quick create and global search (press / or Ctrl+K)
Who can use it
Every signed-in parish staff member. What each person sees still depends on their role.
Read the guide
- Sticky notes and live updates — Notes on your Overview, and how pages stay up to date.