Workspace & Navigation

The walkthrough of a first hour is Your first hour in Kraal. This page is the map.

The left menu starts with Portfolio and Inbox, for the whole firm. Under the client name are Home, Close, Books, and Client settings. Further down are Team & Roles, Firm Settings, and Receipts.

What you see depends on your role and the clients you are assigned. Your own details and security status are on your account, reached from Firm Settings.

The doors

Door	Use it for
Portfolio	Which clients need the firm. Click a name to open that client's Home. Fix backlog opens that client's overdue close.
Inbox	The firm's mail. Tabs are Needs you, Waiting on client, and Done. Needs you splits into Signatures and Reviews.
Home	What this client needs, plus Cash, AR overdue, AP overdue, and Ran auto today. The overdue tiles are aging, as of today.
Close	The period in flight. Tabs are Close and Financial package. Reconciliation Hub is under Close. The lock is signed in the Inbox. A completed close is not locked yet.
Books	The ledger and the everyday pages: Upload & process, journal entries, transactions, bank reconciliation, invoices, bills, payments, reports, the chart of accounts, documents, and connections. More holds the rest, including bank accounts and Budget. The financial package is on Close.
Client settings	That client's own setup, under Books.
Team & Roles	Who is in the firm, and what they can do.
Firm Settings	Profile and email, autonomy, external access, close templates, chart templates, and billing. Locking a period, reopening a locked one, money leaving the business, and judgment calls stay a person's decision.
Receipts	What happened, who did it, and when, including what Kraal did.

Until you choose a client, Home, Close, and Books stay unavailable. Inbox stays the list for every client. The client name at the top of the menu is how you switch client. Picking one there keeps you on the page you are on.

Ask Kraal

Ask Kraal is the panel beside the page. It answers first and can open a page when you say "take me to…". On Portfolio it reads one client's books at a time, so choose a client before you ask about the books. A draft it prepares shows up in the Inbox. Nothing posts from the chat. Charts are marked Certified or Derived.

Clients, the portal, and records

Firm users can ask a client for a document, an answer, or an approval. The request shows for the firm and in the external client portal.

When the work is finished rather than blocked, you can send a read-only report through an expiring link. See Sharing reports with clients.

From the client list, Continuity builds a portable record without offboarding. See Accounting continuity. When a client is leaving, use Offboarding.

QuickBooks

For a client still on QuickBooks, judge the connection from QuickBooks parallel work, under Connections. Do not increase reliance on parallel posting while that page says the client needs cleanup.