A quick tour of Kontala

Everything in Kontala hangs off the navigation bar across the top of the app. Here is what each area does, left to right.

The top navigation

• Tala - your AI accountant, and the first page you see after signing in. Ask anything about your books in plain English. See Tala.
• Contacts - the customers and suppliers you do business with. See Contacts.
• Products & Services - the items you sell and buy, including tracked stock. See Products and services.
• Money In - everything you earn: Estimates, Invoices, Credit Notes, and Projects. See Estimates, Invoicing, and Projects.
• Money Out - everything you spend: Purchase Orders, Expenses, Bills, Bill Credit Notes, and Payroll. See Purchase orders, Expenses, Bills, and Payroll.
• Banking - your bank accounts, statement imports, and transaction explanations. See Banking.
• VAT - your VAT returns and filing to HMRC. See VAT.
• End of Year - your year end accounts and Corporation Tax, for limited companies. See End of Year.
• Reports - Dashboards plus the ledger reports: Profit & Loss, Balance Sheet, Final Accounts, Trial Balance, Account Transactions, Capital Assets, Aged Debtors, Aged Creditors, Salary, and Audit Trail. See Reports and Capital assets.

The account menu

The button showing your company name, top right, opens the account menu. This is where settings live: Company Details, Settings for your accounting dates, VAT Registration, Self Assessment, Users, Integrations, Change Password, and Logout. Your own profile is the name link at the top of the menu, whether you are an admin or not. The settings items are admin-only, so a colleague on a lower level sees a shorter menu. If you belong to more than one organisation, the menu starts with a switcher between them. See Account and settings.

Why some items are missing

The navigation only shows what your permission level can reach, so a colleague may see fewer items than you. See User permission levels.