Workspace & Navigation

Kraal's workspace is built around a firm operating loop: start with portfolio priorities, choose a client context, complete the work, and leave an audit-friendly trail. The sidebar exposes the main surfaces you use each day: Daily Board, ChatIQ, Work List, Portfolio Hub, FAQ, Manage Close, Audit Center, Finder, Accounting, Inventory Hub, client setup, and admin settings.

It also supports lightweight client collaboration through the External Client Portal. Firm users can request documents, answers, or approvals from a client without moving the client into the firm's internal workspace.

What each teammate sees here depends on their role and the clients they are assigned. For how to invite teammates and what each role can do, see Team, Roles & Permissions.

Daily Board

The Daily Board is the morning operating view. It leads with the close pulse strip — tiles for blocked, overdue, and waiting close periods plus decisions and documents counts, each naming exactly what it counts — followed by the exception queue (worst units first, each row carrying its blocker's ask) and the docked Kraal panel opening on Today, where the day's decisions are worked in place.

Use it to answer:

• What changed since my last review?
• Which clients need attention first?
• Which work is waiting for approval or client follow-up?
• What has Kraal handled today?
• Which close periods or report packs are ready for review?

The Daily Board is intentionally a triage surface. Open the linked workspace when you need to inspect evidence, edit accounting work, or complete a close step.

Client context

The client selector controls which client or entity many pages operate on. When a client has multiple entities, choose the correct entity before running reports, reviewing inventory, posting entries, or asking ChatIQ for entity-specific answers.

If a view is scoped to one client or entity, Kraal should keep that context visible. If the result looks unexpectedly empty, confirm whether you are looking at the parent client, a subsidiary, or a specific entity.

Main navigation surfaces

Surface	Use it for
Daily Board	The close pulse tiles, the exception queue, the docked Today decisions list, and Kraal-handled activity
ChatIQ	Ask client questions, generate grounded reports, continue conversations, and open workspaces
Work List	Full inventory of open work grouped by what it's waiting on — approvals, client follow-ups, blockers, run-ready work, and reviews
Portfolio Hub	Compact client table, firm-wide status, and client readiness comparison
FAQ	Open the public docs and troubleshooting guide
Manage Close	Client close cycles, close gates, report packs, and review steps
Audit Center	Client or firm-wide activity trail and review history
Finder	Search for clients, accounting records, and work items your role can access
Accounting	Transactions, bills, reports, packages, adjustments, and journal entries
Inventory Hub	Items, stock, warehouses, exceptions, inventory close, batches, and manufacturing views
Add Client / Client Settings / Admin Panel	Setup, access, org administration, and billing-related settings

Two badges are worth knowing in the accounting workspace sidebar: the Setup group carries the number of setup checks still failing for the client, and the Close item shows the loaded Close Sheet's remaining item count (and hides when there isn't one).

Client Requests

Use Request from Client when work is blocked by a missing document, client answer, or client approval. The request appears in the workspace for the firm and in the external portal for the client.

Client requests are useful for:

• Bank statements and supporting documents
• Short accounting clarifications
• Client review and approval items

For a complete walkthrough, see External Client Portal.

Sharing reports with clients

When work is finished rather than blocked, you can send a client a read-only view of a report or a client-ready report pack through a secure, expiring link — without giving them workspace access. See Sharing Reports with Clients.

QuickBooks parallel view

For QuickBooks-connected clients, the Daily Board, integration detail, and ChatIQ help you judge whether the client is operating cleanly in parallel.

Use the QuickBooks summary there to see:

• current readiness
• recent mirrored QuickBooks work
• open repairs
• stale failures

If the workspace says the client needs cleanup, open the QuickBooks integration detail before increasing reliance on parallel posting. For the full workflow, see QuickBooks Parallel Work.

Accounting Workspace Overview

The Accounting workspace provides focused entry points for client bookkeeping and review:

• Main — broad client accounting status
• Transactions — document and bank intake review
• Reconciliation Hub — period-end balance-sheet coverage, evidence, differences, and signoffs
• Bills — purchase invoices and bill workflows
• Reports — standard financial reports and exports
• Packages — report packs and client-ready delivery bundles
• ADJ / JEs — adjustments, reclassifications, opening balances, and journal entries

Use the most specific workspace when you already know the job. Use Daily Board or Work List when you need to decide what to do next.

Navigating from the Overview

The Workspace is designed for fast navigation. Click cards, chips, table rows, and action buttons to jump directly to the relevant section:

• Click the reconciliation progress card to open the Reconciliation view for that account
• Click outstanding invoices to see the full invoice list
• Click close progress to open the Close Sheet

You can also open the Audit Center from the client workspace to review a client-wide timeline of approvals, task outcomes, execution receipts, and connected-system activity.

You can also start the structured Client Offboarding workflow from the client workspace or from client settings when a client departure needs to be handled in a controlled, export-first way.

Every element in the overview is a doorway to deeper detail.

Adapting to Client Type

The Workspace automatically adjusts based on the client's connected accounting backend:

• ERPNext clients — shows full accounting workspace with inventory, invoicing, journal entries, and close management
• QuickBooks clients — displays synced data from QuickBooks alongside Kraal's reconciliation and review tools
• Banking and card connections — may add bank-feed and transaction review tools when your firm chooses to connect them

Kraal is designed for clients with a connected accounting system. Banking-only activity can support transaction review, but it does not replace the accounting backend required for a complete client setup.

Sections that do not apply to a client's setup are hidden, keeping the interface clean and relevant. As you connect additional data sources or change the client's configuration, the Workspace updates to reflect the new capabilities.

Audit and review flow

The Workspace is not only for execution. It also supports review and operational traceability:

• Use ChatIQ for active questions, report generation, artifact review, and guided workspace entry.
• Use Work List for the active backlog and approvals.
• Use Audit Center for a broader timeline across tasks, workflow actions, execution outcomes, and connected accounting events.
• Use the firm-wide audit view when you need a portfolio-level review of recent activity across the clients you are allowed to access.
• Use the offboarding workflow when a client or the full organization is leaving and you need a staged handoff, revocation, and retention flow.
• Return to the client overview when you want the next recommended action after review.

Getting Started

Select any client from your client list to open their Workspace. If you are new to Kraal, the onboarding wizard will guide you through setting up your first client so the Workspace has data to display.