Columbus opens to your dashboard after you sign in. Everything you need for day-to-day work is in the sidebar on the left and the header at the top.
Layout
- Sidebar - main modules (Trips, Customers, Suppliers, Accounting, and more). What you see depends on your role.
- Header - company name, company switcher (if you belong to more than one), and your profile menu.
- Main area - the page you are on (trip list, editor, invoice, etc.).
If you are new and have no company yet, Columbus guides you through onboarding first.
Main menu items
| Menu | What you do here |
|---|---|
| Dashboard | Overview and shortcuts |
| Trips | All customer engagements |
| Customers | Customer contacts and history |
| Suppliers | Vendors you buy from |
| Accounting | Invoices, payments, reports |
| Users / Teams / Roles | Admin setup (if you have access) |
Your sidebar may show fewer items - that is normal if your role is limited to sales or operations.
Working on a trip
From Trips, open a trip to see its options. For each option you can:
- Edit - open the Trip Editor (map, days, itinerary, costing)
- Preview - see a customer-style view
- Reports - itinerary, costing, and operations checklists
Accounting areas
Under Accounting you will find:
- Chart of accounts
- Sales invoices (customer billing)
- Purchase invoices (supplier payables)
- Payments
- Journal entries (manual adjustments)
- Reports - trial balance, general ledger, outstanding balances, profit and loss
Cannot see a menu item?
Your admin controls which modules you can open. If you need Trips or Accounting and do not see them, ask to be added to the right role or team.
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