Getting started
Version: 1.0.3
Try the demo
- Open the live demo, or run Demo Mode locally — see
demo-mode/README.md. - On the Demo Mode login screen, choose an account card (Admin, Editor, or Viewer). Demo logins appear as account cards on that screen.
- Follow the Login guide for field labels and sign-in steps, then explore the Dashboard with sample Northline Advisory data.
Production app
For the hosted production product, sign in with credentials provided by your administrator.
Next guides
- Documentation home — full index and app map
- Transactions — journal, sorting, Send message / PDF links
- Accounts — Details popup, ledger PDF, WhatsApp
- Settings — message templates and Allow URL
- Mobile — phone layout and navigation