Basic Navigation and Views Introduction to Koho

In this article, we'll take a look at the service's basic navigation and key views – this will help you get started smoothly with Koho or learn new, faster ways to navigate the system. The instructions have been made from the perspective of a user who has the widest possible rights in the Koho environment.

From the Koho front page, you can easily navigate to the different functions in the system. The navigation is divided into three main sections:

Top bar (black)

The top bar is located at the top of the page and contains the following functions:

• Support: communication channel to Koho's customer service.

• Timetracking: Switch to the working time tracking view.

• Settings: Account-specific settings, such as products, users, and other administrative settings.

• Profile: your own user profile, which you can access by clicking on your name in the upper right corner.

Timetracking:

On the Timetracking page, you can manage your own working time entries, accumulated flexitime, your own holiday entries, substitutes and travel expenses.

Settings:

On the Settings page, you can manage users, products, and other basic account functions, among other things.

Support:

From the Support page, you can access the system's help portal, as well as contact Koho's customer service.

Admin View Navigation (Orange)

Through this section, you can switch between different functions. These include, for example:

• Customers

• Offers

• Contracts

• Projects

• Invoices

• Reports

Navigation provides quick access to key work areas in the system.

Admin View Navigation (White)

Below the orange control navigation is a white bar that:

• You can change the Koho environment if you have access to more than one.

• You can find quick routes to create a new customer, project, offer, contract or invoice.

• You also have a search field that allows you to easily search for customers, projects or invoices, for example.

Tip: To open the search field, press ALT + Z (Windows) or OPTION + Z (Mac)