Help & Documentation

Everything you need to know about using the Logix Layer Finance Dashboard

Quick Tips

  • • Press Ctrl+K anytime to search across your data
  • • Click the + button in the header to quickly create new records
  • • Use the bell icon to check notifications and updates

Getting Started

1Welcome to Your Dashboard

Log in with your email and password. You'll see your financial overview immediately on the Dashboard.

2Navigate Using the Sidebar

The left sidebar shows all modules: Dashboard, CRM, Sales, Projects, Banking, Accounting, Calendar, Reports, and Settings. Click any module to explore.

3Create Your First Record

Click the + button in the top right to create a new client, invoice, or project. Start with adding a client in CRM.

4Use Global Search

Press Ctrl+K (or Cmd+K on Mac) to search for clients, invoices, projects—anything in the system.

Module Guides

Click any section below to learn how to use each part of the dashboard.

Frequently Asked Questions

Keyboard Shortcuts

Navigation

Global SearchCtrl+K

Common Actions

Create New RecordCtrl++

Need Help?

In-App Chat

Look for the chat icon in the corner of your screen to reach support.

Email Support

Email support@logixlayer.com with questions or issues.

Phone Support

Call us during business hours for urgent issues.

Logix Layer Finance Dashboard - Comprehensive financial management for your business

Last updated: 4/7/2026 | Version 1.0