AWRA Help Center

Use this page when you need practical help with Accounting Insights. It keeps the older help topic useful while linking it into the newer public help structure, so users can understand the purpose, complete the workflow, check permissions, avoid common mistakes, and know when to ask for help.

Who Uses This Page

• Managers reviewing activity.
• Operators checking alerts and summaries.
• Team leads looking for trends before opening detailed reports.

Before You Start

• Confirm you are signed into the correct AWRA workspace.
• Confirm your role includes the menu, record, report, or action you need.
• Have the relevant record number, branch, warehouse, customer, vendor, item, payment, or workflow reference ready.
• Check whether the record status allows the action you want to take.

Recommended Workflow

1. Open the dashboard or insight panel.
2. Check date, branch, warehouse, module, and role filters.
3. Use cards as signals, then open the source module or report for detail.
4. Investigate alerts, overdue work, low stock, pending approvals, and failed syncs from their source records.
5. Share dashboard questions with the record numbers and filters used.

Permissions Note

If you cannot see Accounting Insights, the issue is usually role access, branch or warehouse assignment, module availability, report permission, or record status. Ask your organization admin to review the exact task you need instead of requesting broad access.

Common Mistakes

• Skipping search and creating duplicate records.
• Using the wrong branch, warehouse, date range, status, customer, vendor, item, or payment filter.
• Saving changes before checking required fields and attachments.
• Assuming a missing button is broken before checking role, status, and assignment.