HAVEN Navigation Guide

Which area do I need?

The sidebar groups work by purpose. Expand a section heading, then select its workspace. Scroll to reach sections below the visible area. On narrower screens, the navigation can run across the top. Available destinations depend on your permissions.

Which record do I need?

Search in the top bar opens the Command palette. It searches across supported records and offers workspace shortcuts. The date, Shortcuts, and notifications sit nearby. Live API identifies the app's data connection; it does not establish that real card payments or bank execution are enabled.

Where was I working?

Work tabs below the top bar return you to open areas or individual records. Inside the active workspace, its own views, record search, filters, and review panels help narrow the work. A workspace view and a work tab are separate controls.

1. Do: Select Search in the top bar. You can also press Command+K on a Mac or Ctrl+K on Windows.

   You should see: The Command palette opens with a search field and workspace choices.

2. Do: Enter Hale and let the record results load.

   You should see: The illustrated example returns an owner-related record, a reservation, and a property. Their destination and type appear with each result.

3. Do: Select the result marked reservation with Hale Mālie and the dates 2026-10-23 to 2026-10-27. Use its type and dates to distinguish it from the property and owner-related results.

   You should see: Reservation Financials opens with Financial Review selected. A message identifies the record focused from Global Search.

1. Do: Check the Reservation Financials title, the Global Search focus message, and the selected Hale Mālie record. Confirm the dates are 23 to 27 October 2026.

   You should see: The selected record and its dates identify the same fictional stay you chose in Search.

2. Do: Scroll below the financial summary list to Reservation lifecycle. Read the accepted terms, Folio charges, Net recorded guest receipts, and Guest balance.

   You should see: The example shows $1,030 in charges, $0 in recorded receipts, and $1,030 still due. The charge total is not a payment confirmation.

Read the right financial measure

Card-attempt holds and amounts available to collect are shown separately. Available to collect describes remaining collection capacity, not owner cash. If a card payment were later confirmed, a separate bank-posting review would still be required. Those later events have not occurred for this example.

1. Do: In Reservation lifecycle, compare Guest payments with Accounting & owner funds.

   You should see: The example shows Guest payments as Pending and Accounting & owner funds as Complete. The accounting entry records earned income; it does not establish that the guest paid the $1,030.

2. Do: In Accounting & owner funds, expand Saved evidence (1).

   You should see: A saved recognition record appears with the status Posted. The evidence explains the accounting stage; it does not replace the separate guest-receipt evidence.

Follow the relevant work

The stage's review button opens the work associated with that stage. For example, Review guest receipts leads to receipt review, and Open owner statements leads to statement work. Expanding Saved evidence reveals its supporting records; the evidence text itself is not always a navigation link. Use the named review action when you need to continue.

1. In Financial Review:

   Do: Choose All properties and All Reservations when you need the broadest starting view available in this workspace.

   You should see: The queue includes records within that scope. The local example has one reservation.

2. Do: Enter Hale in the search field above the records. Select Filters to inspect the available amount and arrival-date controls.

   You should see: A Search: Hale filter chip appears, the filter badge shows one active filter, and the matching record remains visible.

3. Do: Select Clear all to remove the record filters. Close Filters if you no longer need the detailed controls.

   You should see: The search text and active filter chip clear. The workspace's property selector and queue view remain separate scope controls.

Keep selection separate from submission

List and Review change how the workspace presents records. Some areas also offer Match. Selecting a record inspects it; row checkboxes select items for batch actions. These choices do not by themselves approve or post a transaction.

1. Do: Select another open work tab, such as Dashboard, then select the tab for the stay you were reading.

   You should see: The active workspace changes and then returns to the selected record. A tab focused on a record can include its reference rather than only the workspace name.

2. Do: When you are finished with a work tab, select its ×. If HAVEN asks whether to close a focused tab, choose Close tab only when you mean to remove that tab.

   You should see: The tab closes. The saved record remains available through Search and recently viewed records.

Know which tabs you are using

Work tabs are inside HAVEN, below its top bar. They are separate from your browser's tabs. The Dashboard tab stays pinned, and the work-tab strip is hidden when Dashboard is the only tab. Opening a workspace makes it available in that strip.

Use Search as a return route

With an empty search field, the Command palette offers open tabs and recently viewed records as well as workspace choices. Press Escape or use its close button to dismiss it. Its arrow-key and Enter hints let you select a choice without using the pointer.

Recognize fuller titles

Reservations opens Reservation Financials; Bills opens Bill Entry Desk; Cash App opens Cash Application; Payouts opens Platform Payouts; Payments opens Payment Batches. Statements, Owners, Year-End, and Access can appear as Owner Statements, Owner Portal, Information Reporting, and Access Control.