The left sidebar is the primary way to navigate Commenda. It can be collapsed to show only icons or expanded to show full labels. Your sidebar contents depend on your user role.
Company view
As a company user, the sidebar is organized into three groups:
Main
- Home — Your dashboard with an overview of entities, active services, and tasks
- Research console — AI-powered research and analysis tools
- Corporations — Manage your legal entities and corporate structure
Compliance
- Compliance calendar — All upcoming filing deadlines and compliance tasks
- Services — Browse and purchase marketplace services
- Indirect tax — Manage registrations, filings, exemptions, calculations, transactions, and products for each entity
- Transfer pricing — Manage transfer pricing documentation and compliance (where enabled)
Platform
- Settings — Organization profile, team management, billing, integrations, and preferences
Advisor view
As an Advisor, the sidebar shows your firm-level tools:
- Clients — View and manage all client businesses
- Team members — Manage your firm’s team and client assignments
- Research console — AI-powered research tools
- Services — Marketplace service offerings
- Proposals — Create and manage client proposals
- Alerts — Compliance alerts across your client portfolio
- Settings — Firm-level configuration and preferences
Top bar
The top bar provides quick access to:
- Entity selector — Switch between your entities to view entity-specific data. Each entity may have different features enabled and different compliance obligations.
- Notifications — View alerts and updates that require your attention.
- User profile — Access your profile settings, switch between views, and sign out.
Indirect tax sub-navigation
When you navigate into the Indirect tax section for a specific entity, a sub-navigation provides access to:
- Dashboard — Overview of your indirect tax compliance status
- Registrations — Track and manage jurisdiction registrations
- Filings — View and manage tax return filings
- Exemptions — Manage customer exemption certificates
- Calculations — Run and review tax calculations
- Transactions — View imported and manual transaction records
- Products — Manage product tax classifications
- Customers — View and manage customer records
- Settings — Entity-specific indirect tax configuration
If you manage multiple entities, use the entity selector in the top bar to switch context. Each entity may have different features enabled and different compliance requirements based on where it operates.
