# Getting around

Source: https://docs.neropay.app/nerobooks/finding-your-way-around
Last updated: 2026-09-21T16:40:20+00:00

NeroBooks has two menus and they do not show the same things. The sidebar lists seven areas. The tab bar inside NeroBooks lists the lot.

If a screen seems to be missing, it is almost certainly in the tab bar.

### The sidebar

A shortcut to the seven areas you use most.

- Overview 
- Bookkeeping 
- Receipts & Bills 
- Reports 
- People 
- Payroll records 
- Settings

### The tab bar

Once you are inside NeroBooks, the tab bar along the top has everything. Three items open a short menu.

On the bar

Overview

Reports

Activity & audit

Settings

Information

Practice

Accounts ▾ (9)

Bookkeeping

Payment inbox

Bank feeds

Marketplaces

Receipts & Bills

Invoices & collections

Contacts

Bank accounts

Fixed asset register

People ▾ (5)

People

Payroll records

Time entries

Leave requests

RTI submissions

Tax ▾ (4)

HMRC & tax

Corporation Tax

Preparation & review

Tax timeline

> 💡 Note: Most areas are only in the tab bar. Navigate by the sidebar alone and you will not find them. Marketplaces, RTI submissions and HMRC & tax are not covered by this guide yet — use the guidance on those screens, and check the services table in **Settings** for what your account can do.

### Two names, one screen

A few areas are labelled one way in the menu and another on the page. Same screen.

| You may see | Also called |
| --- | --- |
| Bookkeeping | the web address says **journal** |
| Receipts & Bills | the page heading says **Receipts & Bills (Expenses)** |
| Preparation & review | the web address says **workbench** |
| Posted | the same thing as **approved** |

### On almost every screen

| Thing | What it is |
| --- | --- |
| The heading band | the product name, the page title and a strapline |
| **Access until** pill | when your NeroBooks access runs out |
| The tab bar | the full set of areas |
| ✦ NeroAi launcher | a floating button, bottom right, on every screen except Practice |

### NeroAi

The floating **✦ NeroAi** button opens a panel. Ask it how to use NeroBooks, or ask for a report. It has quick buttons for a year-to-date profit and loss and a balance sheet.

> ⚠️ **Warning:** NeroAi gives guidance and produces reports. It files nothing and changes nothing. Do not type passwords, tax numbers or private documents into it.

### Where to find things

| To do this | Go to |
| --- | --- |
| Record a bill | Accounts → Bookkeeping |
| Turn a payment into income | Accounts → Payment inbox |
| Upload a receipt | Accounts → Receipts & Bills |
| Match a bank movement | Accounts → Bank feeds |
| Run a profit and loss | Reports |
| Add an employee | People → People |
| Add a customer or supplier | Accounts → Contacts |
| See who changed what | Activity & audit |

### Frequently asked questions

**Why does the sidebar not show everything?**

It is a shortcut to the most-used areas, not a full index. The tab bar is the complete list.

**It is not in the tab bar either. Now what?**

Check Settings. Module switches control whether People, Payroll records, Time entries, Leave requests, Fixed assets and the tax areas appear at all.

**What is the Access until date?**

When your current NeroBooks access runs out. Subscription details are on the Settings screen.

**Why does Invoices & collections look different?**

It is a set of links, not a feature. It opens your existing NeroPay invoices, contracts and subscriptions, each with its own permissions.

**Is NeroAi on every screen?**

Every one except Practice.

*This article explains how NeroBooks works. It is general information about the software, not accounting, tax or financial advice. Nero Panda Ltd, trading as NeroPay, is not a tax agent, accountancy firm or financial adviser.*

*Still need help? Contact us at support@neropay.app or create a ticket.*