Using Point · POINT HELP CENTER
Use the sidebar
Point Docs are versioned. This is v1.0.0.0.
Applies to: All Point users.
The sidebar groups work by business area. Select a section to expand its available pages. Items backed by an app that is not installed may stay hidden or show as unavailable.
Sections
| Section | Current destinations |
|---|---|
| Overview | Business overview and live dashboard |
| Sales | Customers, Quotations, Sales Orders, Customer Invoices |
| Purchases | Vendors, Purchase Orders, Vendor Bills, Vendor Payments |
| Inventory | Items & Services; Receipts, Deliveries, and Stock Adjustments are marked Phase 2 in the current local shell |
| Accounting | General Ledger, Trial Balance, Profit & Loss, Balance Sheet, Journal Entries, Journals, Chart of Accounts, Budgets |
| Directory | Combined customer, vendor, and contact records |
| Configuration | Workspace Preferences and User Governance |
| AI Assistant | Dot conversations and AI-assisted workflows |
Compact and mobile navigation
- On a narrow screen, Point defaults to a compact icon rail unless the browser already has a saved preference.
- On mobile, the bottom navigation provides Dashboard, Billing, Create New, Reports, and More.
- If a destination reports that its app is unavailable, ask an administrator to check whether the related module is installed and whether your role has access.