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Configurable Tabs

7 main tabs available:
  • insights - Dashboard with KPIs
  • tasks - Bookkeeping task queue
  • bank_transactions - Bank activity
  • general_ledger - Chart of accounts, journal entries
  • reports - Financial statements
  • accounts_receivable - AR invoices and aging
  • accounts_payable - AP bills and aging

API Endpoints

Get configuration:
Update configuration:
Reset to partner default:

Configuration Structure

menu (required) - Boolean flags for each main tab sub_menu_tabs (optional) - Fine-grained control over sub-tabs using "parent.child" format

Example: Hide AP Tab

For invoice-only platforms:
Only specify items you want to change. Unspecified items keep their default values.

Example: Show Only Reports Sub-tabs

Validation rule: Parent menu must be enabled if sub-menu is enabled.

Common Configurations

Minimal (reporting only):
AR-focused (invoice platforms):
Full accounting: All tabs enabled by default. No config needed.

Inheritance

Partner-level default → Applied to all businesses by default Business-level override → Overrides partner default for specific business To reset business to partner default: DELETE /menu-config/

Response Format

source indicates if config is business-specific or inherited from partner.
Implementation guide complete! All sections documented.