🗂️ Basic Navigation
Navigation Overview
Otutu is organized like a filing cabinet – everything has its logical place. The navigation mirrors how real businesses operate: money coming in (Sales), money going out (Purchases), tracking everything (Accounting), and managing your bank accounts (Banking).
Good navigation saves time and reduces errors. When you know exactly where to find everything, you spend less time searching and more time running your business. This organization also helps ensure you don't miss important financial tasks.
Step-by-Step Instructions
1. Main Navigation Menu
The left sidebar is organized into logical groups.
📸 Image Placeholder: Sidebar Navigation
Sales 💰: Everything about getting paid by customers
Clients: Your customer database
Estimates: Price quotes for potential work
Invoices: Bills you send to customers
Recurring Invoices: Automatic repeat billing
Purchases 🛒: Everything about paying suppliers and expenses
Vendors: Your supplier database
Bills: Invoices you receive from suppliers
Accounting 📊: The "behind the scenes" financial tracking
Chart of Accounts: Your financial category system
Transactions: All money movements in and out
Reports: Financial statements and analytics
Banking 🏦: Managing your actual bank accounts
Bank Accounts: Your checking, savings, and credit card accounts
Services ⚙️: Utility features and integrations
Connected Accounts: Third-party service connections
Live Currency: Exchange rate updates
2. Quick Actions
Look for prominent "New" buttons throughout the interface
Common actions like creating invoices or bills are always accessible
Use the search bar to find specific items quickly
📸 Image Placeholder: Quick Actions Example
3. Settings and Configuration
Access settings through the gear icon in the top right
Company settings affect everyone in your organization
User settings are personal to your account
📸 Image Placeholder: Settings Menu
Tips and Best Practices
Learn the Flow: Most businesses follow Sales → Accounting → Banking workflow
Use Search: Don't browse – search for specific items to save time
Bookmark Favorites: Use browser bookmarks for frequently accessed pages
Explore Each Section: Spend time in each module to understand what it does
Next Steps
Once you've completed these setup steps, you're ready to start using Otutu for daily operations. We recommend starting with:
Add Your First Clients in the Sales module
Set Up Your Products/Services in the Offerings section
Connect Your Bank Accounts in the Banking module
Create Your First Invoice to see the full workflow
Otutu is designed to grow with your business. Start with the basics and add more advanced features as you become comfortable with the system.
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