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TrackAxo — business, projects, HR, sales & finance in one platform

🧭 Navigation & Menu Structure

TrackAxo menus are permission-driven. What you see in the left sidebar depends on your role. Several modules use shell layouts — a left stepper inside the page with tabs for related tasks.

Main application areas

Projects — dashboard, my tasks, project list & boards
Business — overview, customers, invoicing, expenses, earnings, config, financial reports
HR & Payroll — dashboard, employees, attendance, leave, payroll, commissions, reports, HR config
Sales — dashboard, leads, sales config, sales reports
System — users, roles, organization settings, billing
Communication — team chat and support tickets

Shell layouts (in-page tabs)

Expenses & Earnings

Menu: Business → Expenses / Earnings

Tabs: Summary, Manage (default), Monthly, Yearly. Add actions live in the page header. Categories moved to Business Config.

Business Config

Menu: Business → Business Config

Expense categories & subcategories, earning categories & subcategories.

Financial Reports

Menu: Business → Financial Reports

Annual Summary, Profit & Loss, Balance Sheet, AR Aging, Finance Logs.

HR Config

Menu: HR → HR Config

Departments, holidays, week days, time slots, allowances, working days & hours.

Sales Config

Menu: Sales → Sales Config

Sales targets, pipeline statuses, tags, commission rules.

Commissions

Menu: HR → Commissions

Accruals (approve pending) and settings linked to paid invoices.

Notable path changes

Customers — now under Business (/business/customers). Old project client URLs redirect automatically.
Finance Logs — tab inside Financial Reports; legacy /business/finance-logs redirects.
HR setup items — departments, holidays, week days, time slots, and allowances are grouped under HR Config.