Dashboard overview
A quick-read of your company's invoice workload — KPIs, spending trends, top creditors, and shortcuts to your inbox.
Dashboard overview
The dashboard is your financial-health snapshot. It loads automatically when you log in or switch companies.
KPI tiles
| Tile | What it shows |
|---|---|
| Outstanding | Total value of all open, unpaid invoices |
| Overdue | Invoices past their due date — acts as an early-warning indicator |
| Due this week | Invoices due within the next 7 days |
| Awaiting you | Invoices in your personal inbox waiting for your action |
Spend over time
The bar chart shows total invoice spend per month for the last 12 months in your company's default currency.
- Click any bar to open a breakdown of spend by creditor for that month.
- The current month is highlighted; earlier months are dimmed.
Your companies
If you are a member of more than one company, this panel lists them all. Click any company name to switch your active context — all views, data, and settings update immediately.
Top creditors
The top 8 creditors by total spend this year are shown as horizontal bars, ranked by value. Click a creditor name to open the creditor detail panel directly.
Latest invoices
The 10 most recently imported invoices are shown with date, creditor, amount, and status. Click the invoice date to open the full invoice detail.