In this Guide, you’ll learn about the Dashboard what each tile on the dashboard means.
Accounting Practice (Partner) Dashboard
The partners Dashboard shows 3 major tiles;
Number of documents uploaded and ready to reconcile
Number of Failed extractions
Number of waiting approvals
Click on the Toggle next to view all clients
To switch from a comprehensive view of all your clients to view only one client
Business (Client) Dashboard
The Client Dashboard shows 3 major tiles
Number of new financial request
Number of approved request
Number of unapproved request
You can click on each of them to give you more details
