Consider the Dashboard your homepage whenever you log into the WebApp to begin your work.

Viewing this Dashboard, for the Accounting Practice, shows 4 major tiles:

Timer Overview:

The Timer is where the total number of invoices and cost of processing are shown for all clients within the selected billable period.

The billable period can be changed by clicking the dropdown and selecting the month range desired.

Jack's default period is always the current month.

The 'Go to Timer Details' button can also be clicked to see individual client details.

Ready to Validate:

This is a list, client by client, of the number of transactions that are ready to be reviewed after Jack has done extracting and has taken a position on the Account Code and VAT Treatment.

Clicking 'View' next to the client leads directly to that particular client's transaction page.

Failed:

This is a list, client by client, of the number of transactions that have failed to extract.

Clicking 'View' next to the client leads directly to that particular client's transaction page where the document and reason for failure will be explained, as well as suggested next steps.

Viewing this Dashboard, for a particular client, shows 4 major tiles:

Timer Overview:

The Timer is where the total number of invoices and cost of processing are shown, for all extracted invoices within the selected billable period.

The billable period can be changed by clicking the dropdown and selecting the month range required.

Jack's default period is always the current month.

The 'Go to Timer Details' button can also be clicked to see individual invoice detail.

Ready to Validate:

This is a list of each invoice that is ready to be reviewed after Jack has done extracting and taking a position on the Account Code and VAT Treatment.

Clicking the tile leads directly to the 'Transactions Page' to begin reviewing invoices.

Failed:

This is a list of the number of transactions that have failed to extract.

Clicking the tile leads directly to the transaction page where the document and reason for failure will be explained, as well as suggested next steps.

Viewing this Dashboard, as a user working for a client company, shows the tasks that are ready for completing.

For example: