Once you have set up your login credentials you will be greeted by the below page. This is your Voly Dashboard. Here you will be able to access all parts of Voly you have permission to view and use.
You will be able to use both the Navigation Bar and the Dashboard tiles to get to the other pages of the system.
Navigation - Desktop
The Navigation bar will always be displayed at the top of your Voly desktop screen.
Below is a brief description of each tab on the navigation bar and what you can expect to find on that page.
Banking - Manage your bank accounts, Voly Prepaid Cards, non-Voly cards and cash accounts
Reports - A suite of reports you can run and download.
Requests - Submit purchase requests with quotes, generate purchase orders
Journals - Add new journals and account revaluations
Search - A search tool which allows you to search the platform by any phrase or number. Results matching results will then show allowing you to click into the source.
Invoices - Add, edit and pay invoices and credit notes
Budgets - View, add or edit your budget
Approvals - View your transactions awaiting approval. Approve or reject purchases pending your approval. Execute Voly Money payments
Suppliers - Manage your suppliers, make batch payments and pre-payments
Repository - Save files in a secure folder
Projects - Create invoices for your integrated Pinpoint Works jobs.
Navigation - Mobile App
There are several different ways to navigate the app from the home screen.
There the three lines in the top right corner of the page. These will be visible on every page you navigate to on the Mobile App
There are also quick access buttons on the homepage of the app. These buttons are only available on the homepage of the app.
This is also where you will be able to see how many outstanding tasks to complete. It will notify you as a number in the circle at the end of that task button.
The video below provides an overview of our Mobile App and how to Navigate it.
Still have questions?
Send us a message through the chat icon in the web app, email us or keep looking through our Help Centre for more information.