Appearance
Ask Kraal
Ask Kraal is the panel beside the page. It answers first, like a colleague. It names the page you need, and it can take you there when you say "take me to…". A draft it prepares shows up in the Inbox for a person. Nothing posts from the conversation.
On Portfolio, Ask Kraal reads one client's books at a time. Choose a client before you ask about the books. With a client open, it answers for that client.
Charts
When an answer includes a chart, read the mark on it.
- Certified. The line under the chart is: "Figures computed by the accounting engine, not by the assistant."
- Derived. Kraal computed these points from the rows the answer read. The accounting engine did not state them. Double-check before relying on them.
The longer explanation is Certified and derived charts.
Reports
Open Books → Reports. The report stays quiet until you press Run report. Confirm the client and the period before you rely on it.
The financial package for a period is the Financial package tab on Close. That is the only place it lives.
Explain this page
Page headers include Explain page. It opens Ask Kraal on the page you are looking at. Ask a follow-up in the same panel.