Understand Company-Aware Navigation

SPRK Dashboard showing Demo Company selected in the sidebar with company-aware navigation and dashboard data visible

Learn how the active company affects what you see as you move through SPRK and how to avoid working in the wrong company.

Quick Reference

Area How The Active Company Matters What To Check
Sidebar company selector Sets the company context for the app. Confirm the intended company before starting work.
Dashboard Shows company-specific summary information and quick links. Check the sidebar if figures look unfamiliar.
Search Returns records for the active company context. Confirm the company before relying on a search result.
Reports Runs against the selected company and report filters. Confirm company, date, and account filters.
Transactions and setup records New records belong to the active company. Check the sidebar before creating, importing, editing, posting, or confirming.

Details

The selected company is the working context across SPRK. If you need a different company, switch it from the company selector or from Settings -> Companies, then reopen or recheck the page you care about.

If Something Looks Wrong

What You See What To Check What To Do Next
Records or balances look unfamiliar Active company in the sidebar Switch to the intended company, then review the page again.
Search results look incomplete Active company and search text Confirm the company before changing records or broadening the search.
A report total looks wrong Active company, date range, and report filters Correct the context, then rerun the report.
A new record would belong to the wrong company Active company before saving Switch companies before creating or importing records.