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Navigating Quartz Home Screen

Helpful tips for navigating Quartz.

Written by William Mah

Quartz Home Screen

The Quartz Home Screen is a dashboard with easy access to Clients, Assignments, Contractors, and Suppliers.
Click on the icons for easy access to these areas.

Dashboard Buttons

​Clients - Count of Active/Inactive Clients in the system
​Assignments - Count of Active/Inactive Assignments in the system
​Contractors - Count of Active/Inactive Contractors in the system
​Suppliers - Count of Active/Inactive Suppliers in the system
​Purchase Invoice - Count of timesheets in the system with status Paid/Unpaid
​Sales Invoice - Count of timesheets in the system with status Billed/Unbilled
​Ready To Batch - Count of timesheets in the system with status Unpaid/Unbilled
​Awaiting Approval - Count of timesheets in the system with status ‘Awaiting Agency Approval’
​Awaiting Authorisation - Count of timesheets in the system with status ‘Awaiting Client Authorisation’

Approved - Count the number of expenses that have been approved

Awaiting Awaiting Approval - Count the number of expenses 'Awaiting Approval'

Awaiting Authorisation - Count the number of expenses 'Awaiting Authorisation'

Ribbon Buttons:

​Grid Icon - Click this to open grid menu (see below)
​Notification Icon - View any notifications here
​Cog Icon - Click this to access Agency Settings

User Details Icon - Click this to access personal user settings

Grid Icon - Click this to access the full Timesheets Menu - click on an item to access a specific area


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