First login & tour
Signing in
- Open your system's address, e.g.
yourcompany.rowdx.com. - Enter the email and password you signed up with.
- If two-factor authentication is on, enter the code from your authenticator app or SMS.
Add Rowdx to your phone's home screen
Open your system in the phone browser and choose "Add to Home Screen" — Rowdx then works like an app.
The dashboard
The first thing you see is the dashboard, a quick picture of your company:
- This month's indicators — total sales, net profit, expenses and receivables month-to-date, with change versus last month.
- Sales and expenses — a chart of the last 6 months.
- Sales mix — where your sales come from.
- Top customers, latest invoices, and overdue sales and purchase invoices.
- Needs your attention — practical alerts such as:
- Draft invoices not yet submitted.
- Bank transactions waiting to be matched.
- Items that reached their reorder level.
- Overdue invoices that need collection follow-up.
While your system is new the dashboard is empty; it fills up automatically with your first invoice and transaction.
The sidebar
On the right of the screen is the list of modules: Sales, Point of Sale, Buying, Stock, Accounting and more. Click a module to open its items; some have sub-groups such as Setup and Reports.
- You only see modules in your plan and that you have permission for.
- Full explanation of every module in Modules.
The "New" button
At the top of the dashboard, New gathers all the documents you need day to day, ordered by the accounting cycle:
| Group | Documents |
|---|---|
| Sales | Sales invoice, sales return, quotation, sales order, delivery note |
| Buying | Purchase invoice, purchase return, purchase order, purchase receipt, material request |
| Cash & bank | Receipt, payment, internal transfer, journal entry, expense, employee advance |
| Stock & assets | Stock entry, stock count & reconciliation, fixed asset |
Next to it are shortcuts for the most common actions: New invoice, Receipt, Payment, New customer, New item.
Search
Use the search bar at the top to reach any screen or document by typing its name, e.g. "Trial Balance" or an invoice number.
Getting help & screen sharing
If you need help while working, you can share your screen with support securely. See Contact support.
Next: Your first day