Application Structure
The application is divided into three main areas: The navigation bar on the left for quick access to all modules, the workspace on the right with the content of the selected module, and the title bar at the top with search function. Next to the search, the title bar holds the Quick Invoice icon. The main window can be resized down to 1000 x 600 pixels.
In the user area at the bottom of the navigation bar, you can see the currently signed-in user. Use Log out to return to the login dialog in a controlled way without force-closing the application.
If you choose the Simple card in the setup wizard, HIVE starts with a calmer shell: optional modules stay hidden at first. If you also enable time tracking below it, the calm entry remains and time tracking is visible right away.
In the focused shell, exactly one calm re-entry remains visible on the dashboard: the First steps card. It shows progress for customer, first invoice, payment, and backup and always points to the next area.
In the advanced entry, you see the regular interface with all enabled areas right away.
On every list page, the Refresh button in the header reloads the list (F5 still works). The number next to the page title shows the number of entries. After saving or deleting, a short green notice appears and disappears on its own after a few seconds; error messages stay visible.
Navigation Overview
| Area | Description |
|---|---|
| Dashboard | Overview with key figures, open items and statistics |
| Quotations | Create and manage your quotations |
| Invoices | Create and send invoices with Swiss QR code |
| Reminders | Manage and remind overdue invoices |
| Customers | Your complete customer database with revenue history |
| Calendar | Plan appointments and orders |
| Accounting | Record income and expenses |
| Reports | VAT settlement and detailed evaluations |
| Suppliers | Manage supplier database |
| Catalog | Maintain products and services |
| Sending log of all sent emails |
Dashboard
The Dashboard is your central overview page. Today's date appears under the title; there is no greeting. At the top you see the revenue of the month, with the counters Overdue and Appointments next to it. Color (red, orange) appears only when there is something to do, that is, when a counter is greater than 0. As long as there is no revenue, the line "No revenue yet." appears instead. Here you can see at a glance:
- Revenue Overview: Income and expenses for the current month and year
- Open Items: Number and total of unpaid invoices
- Due Invoices: Invoices that are due today or soon
- Recent Activities: The most recently created or edited documents
- Statistics: Graphical representation of your business development
Global Search (Ctrl+K)
The quick search can be accessed at any time with Ctrl+K or via the search field in the title bar. For normal entity searches, HIVE starts after 2 characters; short > commands for actions remain available immediately. Document numbers such as invoices, quotations, order confirmations and reminders are prioritized ahead of broad name or fuzzy matches. For short searches with 2 to 3 characters, HIVE also prefers prefix matches in document numbers and in the customer or company fields of documents before broader fallbacks are used.
- Customers (first name, last name, company, email)
- Suppliers (name, contact person, email, street, postal code, city, country)
- Invoices, order confirmations and reminders (number first)
- Quotations (number, customer)
- Catalog entries (description)
Click on a result to navigate there directly. Use > to trigger actions such as Quick Invoice, backup or import straight from the search.
Web App: Dialogs ask for confirmation ("Discard changes?") before unsaved input is lost. Filters and search are kept in the page address and survive a reload.