Once you have successfully logged in and selected the organization/database, you are directed to the main Dashboard screen. You can always access the Dashboard by selecting the button.

The dashboard summarizes your recent transactions and offers:

• Two charts visualizing your work
• Top-right menu with three key features
• Left-hand menu for navigating between sections
• Quick action button

The Dashboard offers two pre-defined charts:

• “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.
• 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 Menu on the left remains the same throughout the app and offers the following options:

 Dashboard: Offering an overview of your key metrics. 

Quick Action: Enabling you to add new transactions, tasks, critical tasks, and work time.

Transactions: Allowing you to manage transactions.

Tasks: Enabling you to manage your tasks.

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.

The Quick Action button opens the list of quick actions. You can add a new activity, matter, task, or working time entry.