Buddy

Use with product context

Set company, FY, and branch so Buddy answers against the right workspace.

Flowchart

flowchart TD
  A[Open Buddy] --> B[Confirm company chip]
  B --> C[Set FY / branch if needed]
  C --> D[Ask with that context]
  D --> E[Permission-checked reply]
  E --> F[Switch company or FY for other work]

Flowchart: Use with product context workflow flowchart for Buddy. Enable JavaScript to view the interactive diagram, or follow the numbered steps below.

Steps

Confirm the company chip in the Buddy top bar matches the entity you intend.
Open the context switcher and set financial year and branch when the question depends on them.
Ask your question — Buddy fetches only data you are allowed to see for that context.
Treat answers as advisory; apply changes yourself in the source product (for example Smart Books).
Switch company or FY before asking about a different workspace so answers do not mix.

Flowchart

Steps

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