Who can use this: any user invited into an organization; the role-permission set decides what you see next. URL / Route:
https://solavel.com/finance/(entry routefinance.workspace.entry) Plan / feature gate: none — this page exists on every plan. Permissions:org.view,org.select.
Purpose
This page covers the very first time you open Solabooks for an organization: how you got here, why you might be redirected to a "setup" screen, and where to look for help.
You always work inside one organization
Solavel is multi-tenant. Every Solabooks page expects an "active organization" in your session. Behind the scenes the app:
- Receives your central Solavel session via single sign-on.
- Picks the active organization (either the one you were last using, or the one stored on your central account).
- Switches the database connection to that organization's books.
- Loads the page.
If at any point the app cannot find an active organization, it sends you to the organization picker at https://solavel.com/portal/orgs. Choose the organization you want, and you will be sent back into Solabooks.
The rest of the documentation assumes you have an active organization. If something says "no organization selected", come back to this page.
How you arrive in Solabooks
There is no separate Solabooks login. You sign in to solavel.com, then either:
- click the Solabooks card from your client portal at
solavel.com/portal/orgs/<your-org>, or - type
solavel.com/finance/directly — if your central session is valid you are signed in straight away.
Internally this is a token handoff: the central app issues a short-lived signed token, the Solabooks app validates it and starts a session. You will see the URL bounce briefly through /sso/callback — that is normal.
Why "setup" must run first
The very first time anyone opens Solabooks for a new organization, Solabooks does not yet know:
- which country you operate in,
- what your fiscal year is,
- what taxes apply, or
- what your chart of accounts looks like.
Until those four things exist, almost every other Solabooks page redirects you to the setup wizard. You will see this even on the Dashboard. The wizard has four steps and takes a few minutes; you must finish all four before anything else (invoices, bills, banking, reports) becomes available. The middleware that enforces this is named finance.setup.complete (also called org_setup_complete).
Only an Owner or someone with the setup.edit permission can complete the wizard. If your role doesn't allow that, ask your organization Owner to finish setup, then come back.
What the four roles can do
| Role key | Typical name in UI | Can do |
|---|---|---|
owner |
Owner | Everything, including setup, period locks, deletion, role overrides. |
manager |
Manager | Day-to-day operations; cannot edit tax rates, change account types, lock/unlock periods, or delete records permanently. |
member |
Accountant | Sales, purchases, payments, journals, banking, VAT returns, reports. Cannot manage org settings. |
approver |
Approver | Approve fixed-asset items only — view assets and approve them. |
There is also a separate Spatie role called admin, used internally for the /admin/* screens (inventory administration, project plans, suppliers admin views). Most users won't have it; if you do, you will see a sidebar entry named "Admin".
Where to find help
- Settings → Plan & modules: see which feature flags are turned on for your organization, which modules your plan includes, and which limits apply (
/finance/settings/plan-status). - Feature tracker: a public summary of every Solabooks feature is available at
/finance/feature-tracker(no sign-in required). - In-page comments: most documents (invoices, bills, journals, expenses) have a comments tab on the right where your team can discuss the document.
Next steps
- Make sure you are inside the right organization. Check the org name in the top header.
- Open Setup wizard if you have not yet completed it.
- Once setup is done, visit the Dashboard for an overview.
- Add your first Customers and Suppliers.
- Decide whether you need Inventory turned on, and whether you want VAT active.