Finance Hub

Accounting, banking, contacts, invoicing and financial reporting in one place.

Overview

Finance Hub is the top-level launcher for TotalApp’s Finance module when Hub view mode is active. Instead of navigating a flat sidebar list of individual Finance screens, Finance Hub presents five consolidated hubs — Accounting, Treasury & Banking, Commercial Accounts, Invoicing & Billing, and Reporting & Analytics — each grouping several related screens behind a single entry point.

Finance Hub itself is a pure launcher: it renders five navigation cards and nothing else. Clicking a card navigates to that hub’s own screen, which in turn hosts an internal sub-navigation list of its constituent sub-screens rendered inline, in the same page. Finance Hub does not duplicate any of the sub-screen logic or fetch any Finance data of its own — the single source of truth for each hub’s sub-item list lives in that hub’s own file, not in Finance Hub.

This screen exists to reduce sidebar clutter: instead of 14+ individual Finance entries competing for space in the left navigation, a tenant using Hub view mode sees five grouped entry points that expand internally once opened.

The Five Hubs

Accounting Hub

Chart of accounts, journal entries, general ledger, trial balance, tax management and checks/notes.

Treasury & Banking Hub

Bank accounts, inter-account transfers, bank reconciliation and POS settlement.

Commercial Accounts Hub

A combined view of Accounts Receivable and Accounts Payable, plus each ledger individually.

Invoicing & Billing Hub

Sales invoices, purchase bills and automatic invoice processing.

Reporting & Analytics Hub

Cash flow reporting, profit & loss statements and budget tracking.

What Each Hub Contains

Hub	Sub-screens	Live today
Accounting Hub	6 (Chart of Accounts, Journal Entries, General Ledger, Trial Balance, Tax Management, Checks & Notes)	2 of 6
Treasury & Banking Hub	4 (Bank Accounts, Inter-Account Transfer, Bank Reconciliation, POS Settlement)	4 of 4
Commercial Accounts Hub	3 (All Accounts, Accounts Receivable, Accounts Payable)	3 of 3
Invoicing & Billing Hub	3 (Sales Invoices, Purchase Bills, Auto-Invoice Processing)	1 of 3
Reporting & Analytics Hub	3 (Cash Flow Report, Profit & Loss, Budget Tracking)	2 of 3

A sub-screen marked as not yet live shows a “Soon” badge in its hub’s internal navigation and renders a placeholder instead of functional content. See each hub’s own documentation page for exactly which sub-screens are live.

Hub View vs. Grid View

TotalApp’s Finance module supports two view modes, controlled from Settings → Appearance or the sidebar view-mode toggle:

Hub View
Sidebar shows 5 consolidated hub entries. Each hub hosts several sub-screens internally.

Grid View
Sidebar shows 14+ individual entries — Overview, Financial Accounts, Invoice Manager, Accounts Receivable, and so on.

Both view modes read and write the same underlying tenant data — switching between them changes only how screens are organized for navigation, never the data itself. A hub’s live sub-screens are literally the same React components as their Grid View standalone counterparts, just rendered inline inside the hub’s internal navigation instead of as a full top-level screen.

Why two view modes exist

Hub View exists to simplify the sidebar for tenants who prefer fewer top-level entries and are comfortable navigating one level deeper inside each hub. Grid View keeps every screen as its own sidebar entry for tenants who prefer direct one-click access. Neither is more “correct” — it is a personal or organizational navigation preference, and both are kept permanently in sync against the same data.

Frequently Asked Questions

If I switch from Hub View to Grid View, do I lose any data?

No. Hub View and Grid View are two different navigation layouts over the exact same Finance data — there is no separate data store for either mode. Switching view modes only changes how many sidebar entries you see and whether related screens are grouped behind a hub or listed individually; anything you entered in one view mode is immediately visible in the other.

What happens if I click a sub-screen tagged “Soon” inside a hub?

It renders a placeholder rather than functional content — the sub-screen is part of the hub’s navigation manifest but its underlying feature has not shipped yet. The corresponding functionality may or may not already exist as a standalone screen in Grid View; check each hub’s own documentation page for its specific Live vs. Soon breakdown.

Does Finance Hub itself show any financial data?

No. Finance Hub is a pure launcher screen — five navigation cards, one per hub, and nothing else. It does not query or display any ledger, invoice, or account data itself; you always have to open a specific hub to see its content.

Can different users on the same tenant use different view modes?

Yes. View mode is a per-user Appearance preference, not a tenant-wide setting, so one teammate can browse Finance in Hub View while another uses Grid View — both see the same underlying data, just organized differently in the sidebar.