Once you have successfully logged in and selected the organization/database, you are directed to the main Dashboard screen. It summarizes your recent transactions and offers two menus providing quick access to key functions and navigation between different sections of the app.
The Dashboard offers two pre-defined charts (1) to visualize your work.
- “Recent Transactions” shows the total billable hours of your transactions in the past 5 working days (Monday to Friday). If you have recorded transactions for the weekend, those days are included in the 5 visible days. You can search for transactions within the displayed timeframe.
- Weekly Budget displays the total billable hours of your transactions from the past 4 weeks. It also shows your possible budgeted hours per week. The Search field searches for transactions within the last four weeks. At the beginning of a new year, the chart may include the last few weeks from the previous year for continuity.
- In both charts, if there are no transactions within the timeframe, a "No data" message will be displayed.
- Below the charts, you find a list of all your transactions (2) for the displayed timeframe, grouped by date.
The top menu (3) offers three key functions:
Timer: To manage and start timers for transactions.
Conflict search: To make a quick conflict search.
Notifications: To view recent notifications, alerts, and updates related to tasks and matters.
The Bottom menu (4) remains the same throughout the app and offers the following options:
Dashboard: Offering an overview of your key metrics.
- Transactions: Allowing you to manage transactions.
- Quick Action: Enabling you to add new transactions, tasks, critical tasks, and work time.
- Tasks: Enabling you to manage your tasks.
- More: Opening a menu for other entities available in the application:
Customers: To view customers and customer-related information.
Matters: To view matters and matter requests and information related to them.
My Invoicing: To view your billable matters and preliminary invoices.
Work time: To add and manage your work time entries.
Profile: To view your user details and manage the app settings.
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