A tour of PLANA
A 10-minute walk through the parts of the screen you'll see in every app. Once you've learned this layout, you can navigate any part of PLANA Business Cloud without re-learning.
The whole screen
┌────────────────────────────────────────────────────────────────┐
│ ☰ Apps Accounting > Customers 🔍 ⚙ Avatar │ ← header
├────┬───────────────────────────────────────────────────────────┤
│ │ │
│ L │ Main area │
│ e │ (list, kanban, form, calendar, …) │
│ f │ │
│ t │ │
│ │ │
│ m │ │
│ e │ │
│ n │ │
│ u │ │
│ │ │
└────┴───────────────────────────────────────────────────────────┘Four regions: the Apps menu + breadcrumb + utilities on top, the Left menu for the current app, the Main area showing your records, and a (collapsible) right-hand panel with filters or chatter depending on context.
The Apps menu (top-left ☰)
Click ☰ to open the grid of installed apps. The exact set depends on your edition:
| Edition | Apps |
|---|---|
| Starter | Contacts, Accounting, Sales, Purchase, Inventory, CRM, Settings |
| Pro | + Project, Employees, Subscriptions, Documents |
| Enterprise | + Reporting, MIS Builder, advanced reports, multi-company |
You can favorite an app — it then appears in the top-bar shortcut strip on every screen.
The breadcrumb
The breadcrumb shows your path:
Accounting > Customers > ACME Corp Ltd.Click any segment to jump back to that level. Useful when you've drilled deep into a record and want to get back to the parent list.
The search bar (🔍)
Click 🔍 or press / to focus the search bar. The behaviour depends on where you are:
- Inside an app: search records of the current type
- From the apps menu: search across apps for a feature or configuration screen
The search supports field-specific queries — type "amount > 1000" or "customer = Acme" and PLANA understands.
The action menu (top-right of any record)
When you open a record (e.g. a customer), the action menu in the top right has:
- Print — print or download a PDF of the record
- Send by email — email the record to the customer / vendor
- Duplicate — make a copy
- Archive — soft-delete (hides from default views; can be restored)
- More actions — context-specific (e.g. for an invoice: register payment, reverse, credit note)
The left menu (per app)
Each app has its own left-hand menu — a tree of related views and configuration. For Accounting, it includes:
- Customers — invoices, payments, follow-up
- Vendors — bills, payments, refunds
- Accounting — journal entries, GL accounts
- Reports — P&L, balance sheet, cashflow, Bulgarian VAT
- Configuration — chart of accounts, taxes, journals (admins only)
Click an item to load it in the Main area. Items can be collapsed / expanded with the ▾ arrows.
The main area — five common views
The Main area changes view based on what you're looking at. The five common views:
| View | When |
|---|---|
| List | Tabular display of records (the default for most lists) |
| Kanban | Card-based, grouped by stage or status |
| Form | A single record open for view / edit |
| Calendar | Date-based view of records with dates (e.g. activities) |
| Pivot / Graph | Reporting views — aggregations, charts |
The view picker is in the top-right of the Main area. Some lists default to Kanban (CRM pipeline) and some to List (invoice list). You can switch freely.
Filters and group-by (right panel)
On any list / kanban view, the search bar opens a panel:
| Section | What |
|---|---|
| Filters | Pre-defined and custom filters ("Posted", "Unpaid", "This year") |
| Group by | Group rows by a field (customer, status, salesperson) |
| Favourites | Save the current filter / group / search as a named favourite |
Combined filters stack with AND. The URL preserves the filter so you can bookmark a filtered view ("my unpaid invoices over 30 days").
The chatter (right side of any record)
Every record has a chatter panel on the right. It is the most important convention in PLANA Business Cloud:
| Action | What |
|---|---|
| Send message | Emails the customer / vendor; appears in the chatter as an outgoing message |
| Log note | Internal note, only visible to your team |
| Schedule activity | Assign a task with a due date to a team member |
| File attachment | Attach a PDF, image, or any file to the record |
| Follower | Subscribe / unsubscribe from chatter notifications |
The chatter is where institutional memory lives. If you have a conversation with a customer, log it. If you make a decision, write it down. Six months later you'll thank yourself.
Status bar
Records that go through workflow have a status bar at the top:
Draft ► Open ► Paid
● — —Click a stage to move there (if you have permission). Click the action buttons next to the bar for the specific transitions.
Activities
Activities are scheduled tasks on records. You see your activities across all records in the top-bar 🕐 Activities drop-down:
- Today, this week, overdue
- Assigned to you
- A direct link to the underlying record
A "follow up with Acme" activity on a sale order shows in your daily list. Activities are how you stay on top of work across many records.
Multi-company
If your tenant has multiple companies (Pro / Enterprise feature), a Company selector appears in the top bar. Switch between companies to see only that company's records. Multi-company users can also enable "All companies" to see everything in one list with a Company column.
Keyboard shortcuts
| Key | Action |
|---|---|
Alt+1..9 | Jump to the Nth left-menu item |
Alt+S | Save the current record |
Alt+D | Discard changes |
Alt+J | Next page in a list |
Alt+K | Previous page |
Esc | Discard / close modal |
See Reference → Keyboard shortcuts for the full list.
Light vs dark
Click your avatar → Preferences → Theme: Light, Dark, or System (follows your OS). The choice is per-user.
Where to go next
- Search and filter — get fast at finding records
- Import and export data
- Activities and reminders
Or pick an app from the sidebar and dive in: