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LiveFor: All staff

Sidebar, top bar, search, the + menu, timers and your profile menu.

Every screen in BMS has the same frame: the sidebar on the left, workspace tabs across the top, and the top bar.

Triage in BMS with numbered rings on a sidebar row, the search field, the timer, the Create new button, the Compose button and the profile button.
The sidebar (1), search (2), timer (3), Create new (4), Compose (5) and your profile menu (6).

The sidebar

Section titled “The sidebar”

From the top: BMS AI, Triage (with your unread count), My Week, To-do, Calendar, Work, Contacts, Analytics, Insights, Time, Engagements and Billing. Rows with pages under them, such as Work or Time, open to show those pages. Firms running the job tracker also see Larkin’s workflow. Settings is at the bottom for Admins.

The top bar

Section titled “The top bar”
  1. Search for clients, work and email; see Search for clients, work and email.
  2. Start the timer times what you are doing, for your timesheet.
  3. + (Create new) starts an email, a work item, a contact or a time entry; see Create anything from the + menu.
  4. Compose opens a new email.

Your profile menu

Section titled “Your profile menu”

Press your name at the bottom of the sidebar.

The profile menu open above the colleague's name, listing Take the Tour, How BMS works, Academy, the Loft Community, Help and Feedback, and Log Out.
The profile menu.
  • Work in tabs, like MYOB AE (being written)Live
  • Search for clients, work and email (being written)Live
  • Create anything from the + menu (being written)Live

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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