Navigation and Financial Year Filter

Navigation and Financial Year Filter

Purpose

Explain navigation structure and how the global FY filter affects data views.

Before You Start

• You are logged in and viewing the main app shell.

Steps

1. Use the sidebar groups:
   • Overview
   • Clients
   • Revenue
   • Agreements
   • Operations
2. Set the global FY filter from the sidebar (All FYs or specific year).
3. Navigate between pages and confirm filtered totals/lists update accordingly.

Expected Result

Selected FY context is applied consistently across dashboard and operational pages where relevant.

Common Mistakes

• Assuming the FY filter changes tenant/workspace scope.
• Expecting historical data when a narrow FY is selected.

Related Tasks

• Workspace Management
• Tax Workspace